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Importing Statements

Sage supports importing transaction history from CSV files exported from your financial institutions.

Supported Institutions

  • Chase (checking, savings, credit card)
  • Charles Schwab (brokerage, checking)
  • Fidelity (brokerage, credit card)
  • Target (credit card)
  • Bank of America (credit card)
  • UW Credit Union (mortgage)
  • Capital One (credit card, savings)

Sage includes dedicated parsing logic for these institutions. Simply export your recent transaction history as a CSV from your bank’s website and import it into Sage. No manual editing is typically required.

If you encounter issues with a CSV, check that it matches the format exported by your institution. For unsupported formats, manual editing may be necessary.