💳 transactions
v1
RBC Visa
Template for RBC Visa transaction CSV exports.
Where to export
Institution
RBC
Export path
Visa transaction export -> CSV
Export Instructions
RBC Visa CSV (v1)
Best for
RBC Visa exports that provide Transaction Date, Description 1, and CAD$.
CSV location
Export transaction history from RBC Visa as CSV.
Notes
- Date format is
%m/%d/%Y. - Amounts are sign-adjusted so charges and credits import correctly.
- Category is intentionally not mapped; SpendSeer category rules should classify using description.
Column mapping
| Your CSV column | SpendSeer field | |
|---|---|---|
CAD$ | → | 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| Transaction Date | Description 1 | CAD$ | Category |
| 01/03/2026 | Coffee Shop | -6.75 | empty |
| 01/05/2026 | Grocery Store | -95.12 | empty |
| 01/07/2026 | Return | 22.10 | empty |