Importing a Banco do Brasil CSV

The bank importer expects the standard BB CSV export with the columns:

Data, Hora, Descricao, Valor, Saldo

Exporting from BB

1. Log in to bb.com.br.
2. Open the conta corrente statement for the period you want.
3. Click Exportar → CSV. Save the file locally.

Tip: BB exports use ; as separator and latin-1 encoding — CaixaUnica handles both automatically.

Recurring transfers and categories

After the first import:

• Open Tools → Categorize. Each description + counterparty you classify is saved as a rule.
• Subsequent imports auto-assign the same category to every match.
• You can also batch-categorize directly from the Bank dashboard's "drill down" view.

Multiple accounts

If you have a Personal (PF) and Business (PJ) BB account, create a separate Account per CPF/CNPJ before importing, and pick the right one on the Upload screen. BB's CSV carries no agency or account number, so on automatic every BB statement lands in a single "Banco do Brasil" account — the split comes from your choice, never from parsing the file.

Open in the app