Help

Practical guides for getting your data out of your bank, broker and card issuer.

Bank

• Importing a Banco do Brasil CSV
• How to export the OFX statement (PF checking)

Card

• How to export the XP credit-card statement
• How to export the OFX credit-card invoice

Cash flow

• How to export the OFX statement (PJ cash flow)
• Payables and receivables (agenda)

Wallet

• Wallet rebalancing
• How to export your Avenue statement
• How to export Movimentação and Negociação from B3
• How to export Binance reports

Assets

• Adding real estate
• Adding a vehicle and the FIPE lookup

Tools

• Financial Inspector