Supported Banks — Built-in CSV Profiles
Built-in Sample Format Profiles
Section titled “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. The following built-in profiles are included:
| Bank / Institution | Profile Name | Format |
|---|---|---|
| Chase | Chase Credit Card | CSV with headers (Transaction Date, Amount, Description, Memo) |
| Wells Fargo | Wells Fargo (With Headers) | CSV with headers (Post Date, Amount, Description) |
| Wells Fargo | Wells Fargo (No Headers) | Positional CSV without header row |
| Synchrony (Lowe’s) | Lowe’s Credit (Synchrony) | CSV with headers |
| Fidelity | Fidelity Cash Management | CSV with headers |
Any Bank with CSV Export
Section titled “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)
Section titled “Bank Sync (SimpleFIN Bridge)”For automatic imports without CSV files, Bank Sync supports thousands of banks through SimpleFIN Bridge. This is a Pro feature.
Requesting a New Built-in Profile
Section titled “Requesting a New Built-in Profile”If you’d like a built-in profile added for your bank, include the bank name, CSV column headers, date format, and a sample row (with fake data) when reaching out.