How to Upload CSV Bank Statements

GigBooks accepts CSV exports from most major Canadian banks. Here's how to get started.

Step 1: Export from your bank

Log into your online banking and look for an option to download or export transactions. Choose CSV format. Most banks offer this under "Download transactions", "Export", or "Activity" sections.

Step 2: Upload to GigBooks

Go to the Upload tab in GigBooks. You can either:

• Drag and drop your CSV file onto the upload area
• Click "Choose File" to pick it from your device

GigBooks automatically detects which bank the statement is from and parses the transactions.

Step 3: Review the results

After upload, GigBooks shows you:

• How many transactions were found
• Which bank format was detected
• A summary of the categorization

Transactions are automatically sorted into CRA T2125 categories. Items the AI is uncertain about are flagged for your review.

Tips

• You can upload multiple files — GigBooks combines them automatically
• Upload statements from different accounts and banks in the same session
• CSV parsing happens entirely in your browser — your raw data never leaves your device
• If your bank isn't auto-detected, GigBooks will ask you to map the columns manually