Supported Banks — Built-in CSV Profiles

Built-in Sample Format Profiles

Acclo IQ ships with sample CSV format profiles for popular banks to help you get started quickly. Any bank or credit card CSV export is supported — just map the columns once and save a custom profile.

Acclo IQ currently ships 18 built-in CSV format profiles:

Institution	Profile	Format
Chase	Chase Credit Card	Header CSV
Wells Fargo	Wells Fargo	Header CSV
Synchrony	Lowe's Credit (Synchrony)	Header CSV
Fidelity	Fidelity Cash Management	Header CSV; handles bank preamble rows
Bank of America	Bank of America Checking	Header CSV; handles bank preamble rows
Bank of America	Bank of America Credit Card	Header CSV
Citibank	Citibank Checking	Header CSV; separate debit/credit columns
Citibank	Citibank Credit Card	Header CSV; separate debit/credit columns
Capital One	Capital One 360 Checking	Header CSV
Capital One	Capital One Credit Card	Header CSV; separate debit/credit columns
American Express	American Express	Header CSV; inverts amount sign
Discover	Discover Credit Card	Header CSV
USAA	USAA Checking	Header CSV
USAA	USAA Credit Card	Header CSV; inverts amount sign
PNC Bank	PNC Bank Checking	Header CSV; separate debit/credit columns
TD Bank	TD Bank Checking	Header CSV; separate debit/credit columns
US Bank	US Bank Checking	Header CSV
Ally Bank	Ally Bank	Header CSV

Any Bank with CSV Export

Acclo IQ works with any bank that provides CSV transaction exports. If your bank isn’t listed above, create a custom format profile during your first import:

Go to the Import page
Select your account
Click Create a new format profile
Upload a sample CSV — the app auto-detects columns and date format
Review the mapping, name the profile, and save

See the Format Profiles guide for detailed instructions.

Bank Sync (SimpleFIN Bridge)

For automatic imports without CSV files, Bank Sync supports thousands of banks through SimpleFIN Bridge. Available on all tiers — Free is capped at two active accounts total, Pro is unlimited.

Requesting a New Built-in Profile

If you’d like a built-in profile added for your bank, send a request through the Feedback guide and include the bank name, CSV column headers, date format, and a sample row with fake data.

Frequently Asked Questions

My bank isn’t in the list — can I still use Acclo IQ?

Yes. The built-in profiles are conveniences, not a whitelist. Acclo IQ imports any CSV export by mapping the columns once. On your first import from a new bank, the app auto-detects the date, amount, and description columns; you confirm the mapping and save it as a custom format profile that is reused automatically on every future import.

What file formats can I import?

Acclo IQ imports CSV files (comma-separated values), which every major bank and credit card provider can export. For accounts you don’t want to export manually, Bank Sync pulls transactions automatically through SimpleFIN Bridge, which connects to thousands of institutions.

What if my downloaded CSV has an unusual date format or reversed amounts?

Custom format profiles handle both. You can set the date format (for example MM/DD/YYYY or YYYY-MM-DD) and choose whether amounts are read “as-is” or inverted, so charges and deposits land with the correct sign. See Format Profiles for the full set of options.

No. CSV import never asks for banking credentials — you download the file from your bank yourself and import it locally. Only optional Bank Sync connects to your institution, and it does so through the SimpleFIN Bridge rather than storing your bank password in Acclo IQ.

CSV Import — step-by-step import walkthrough
Format Profiles — map any bank’s columns and reuse the mapping
Bank Sync — automatic transaction import via SimpleFIN
Accounts — set up the accounts you import into