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.
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
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. Available on all tiers — Free is capped at two active accounts total, Pro is unlimited.
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, send a request through the Feedback guide and include the bank name, CSV column headers, date format, and a sample row with fake data.