Format Profiles — CSV Column Mapping

Overview

Format profiles tell Acclo IQ how to read your bank’s CSV exports — which columns are the date, amount, description, and so on. Acclo IQ ships with built-in profiles for major banks, and you can create custom profiles for any bank.

Built-in Profiles

Acclo IQ includes profiles for several major banks out of the box:

• Chase Credit Card — standard Chase CSV with Transaction Date, Amount, Description, and Memo columns
• Wells Fargo (With Headers) — CSV with Post Date, Amount, and Description
• Wells Fargo (No Headers) — positional CSV without a header row
• Synchrony (Lowe’s Credit) — Synchrony bank CSV format
• Fidelity Cash Management — Fidelity CSV format

Built-in profiles cannot be edited or deleted. If your bank isn’t listed, create a custom profile.

Viewing Format Profiles

Go to Settings > Format Profiles to see all profiles. The table shows:

Column	Description
Profile	Name, institution, and whether it’s built-in
Mode	Header (reads column names) or Positional (reads by column index)
Date Col	Which column contains the transaction date
Amount Col	Which column contains the amount
Desc Col	Which column contains the description
Accounts	How many accounts use this profile

Creating a Custom Profile

Custom profiles are created during CSV import when no existing profile matches:

1. Go to the Import page and select your account
2. Click Create a new format profile
3. Upload a sample CSV file — the app auto-detects columns, date format, and encoding
4. Review the column mapping and assign roles to each column:
   • Date — the transaction date column (required)
   • Amount — the transaction amount column (required)
   • Description — the transaction description (required)
   • Memo — optional additional text
   • Skip — ignore this column
5. Configure profile settings:
   • Profile Name — a descriptive name (defaults to your account name + “CSV”)
   • Date Format — MM/DD/YYYY, YYYY-MM-DD, MM/DD/YY, or MM-DD-YYYY
   • Amount Sign — “As-Is” (negative = charge) or “Invert” (positive = charge)
6. Click Create Profile

The profile is saved and immediately available for future imports.

Deleting a Profile

Custom profiles can be deleted from Settings > Format Profiles if no accounts currently use them. The delete button is disabled for profiles with linked accounts.

Tips

• Most banks use “As-Is” amount sign (negative = money out)
• If your amounts appear reversed after import, edit the profile and change the amount sign to “Invert”
• The generic CSV profile includes a downloadable template you can use as a reference

Related Guides

• CSV Import — use format profiles during the import process
• Supported Banks — full list of built-in bank profiles