Your bank · Canada

Exporting from RBC Royal Bank.

About a minute, on RBC Royal Bank's website. Berm has been tested on a file laid out like the one it gives you.

The steps

  1. Sign in to RBC Online Banking and open your chequing account.
  2. Choose Download, above the transactions.
  3. Choose CSV and which transactions to include.
  4. Choose Continue and save the file.

One file can hold more than one account, each row saying which. Download one account at a time, or Berm reads them as one.

What the file holds

  • One amount column, under CAD$ or USD$ by the account’s currency: money out is negative.
  • Dates month first, without leading zeros (8/13/2026).
  • No running balance, so Berm asks for your balance once, on a slider.

Then

Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.

Last updated September 2026. Banks change their websites; if this no longer matches RBC Royal Bank's, tell us.