💳 transactions v1

RBC Chequing Account

Template for RBC chequing account CSV exports.

Template ID rbc-chequing
Author Jason Godson
Template file Open JSON

Where to export

Institution RBC
Export path Log In -> Select Account -> Download -> CSV

Export Instructions

RBC Chequing Account CSV (v1)

Best for

RBC chequing account exports with these columns:

  • Account Type
  • Account Number
  • Transaction Date
  • Cheque Number
  • Description 1
  • Description 2
  • CAD$
  • USD$

How to export

  1. Log into RBC Online Banking
  2. Select the account you want to export
  3. Click Download
  4. Choose CSV

Notes

  • The template imports Transaction Date, Description 1, and CAD$.
  • RBC exports use bank-style signs: negative values are money out and positive values are money in.
  • SpendSeer negates imported amounts for this template so outgoing transactions align with expense-style amounts. Inflow rows such as payroll, autodeposit transfers, and interest are then categorized separately in preview.
  • Account Number, Cheque Number, Description 2, and USD$ are ignored by this version.
  • If your export uses USD$ or you want to use another source column, you can still import this template as a starting point and then adjust the mapping in SpendSeer before completing the import.

Column mapping

Your CSV column SpendSeer field
CAD$→Amount
Transaction Date→Date
Description 1→Description
Tip: No source category column is mapped. SpendSeer category rules classify transactions from description by default.

Example CSV

Download
Account TypeAccount NumberTransaction DateCheque NumberDescription 1Description 2CAD$USD$
Chequing01234-56789012/10/2026001234MOBILE CHEQUE DEPOSIT - 1234empty215.42empty
Chequing01234-56789012/10/2026emptyE-TRANSFER SENT SAVINGS TRANSFER A1B2C3empty-187.65empty
Chequing01234-56789012/13/2026emptyPAYROLL DEPOSIT EMPLOYER INC.empty5842.18empty
Chequing01234-56789012/16/2026emptyAUTO INSURANCE INSURANCE CO.empty-263.91empty
Chequing01234-56789012/17/2026emptyLOAN PAYMENTempty-2198.44empty
Chequing01234-56789012/23/2026emptyONLINE BANKING TRANSFER - 4791empty16.82empty
Chequing01234-56789012/27/2026emptyMISC PAYMENT CREDIT CARD PYMTempty-1462.3empty
Chequing01234-56789012/27/2026emptyPAYROLL DEPOSIT EMPLOYER INC.empty5860.77empty
Chequing01234-56789013/2/2026emptyE-TRANSFER - AUTODEPOSIT CONTACT NAME ZXCV123empty1425empty
Chequing01234-56789013/2/2026emptyMORTGAGE PAYMENTempty-2840.12empty
Chequing01234-56789013/5/2026emptyDEPOSIT INTERESTempty0.41empty
Chequing01234-56789013/9/2026emptyMONTHLY FEEempty-4.5empty