Connected sources
CONNECT A CARD (READ-ONLY)
Pick your bank in Plaid and sign in there — we never see your credentials or full card number. Plaid tells us which cards that login holds, so there's nothing to type here: every card on it is added automatically, and you confirm which product each one is afterwards.
| Source | Connection | Coverage | Transactions | Status | Actions |
|---|
Drag statements here, or
PDF · CSV · OFX — up to 24 months of history, 38 issuers supported
PDF, CSV, or OFX/QFX — CSV needs a Date, Description, and Amount column (any common header name works); PDF statements are parsed from the transaction list text, so scanned/image-only PDFs aren't supported. When you upload a statement we extract only the data needed for your audit — purchase date, card source, category, and charge amount. We never store your original file or full card numbers: it's parsed and deleted immediately. The imported data lives in your secure MaxMyPoints database; pausing a connected source excludes it from your audit without deleting it, and any uploaded statement can be deleted outright from the table below.
Uploaded statements
IMPORTED DATA ONLY · ORIGINAL FILES NOT STOREDEach row references imported statement data in your MaxMyPoints database — no credit card numbers or original documents are kept. Pausing a source excludes it from your audit without deleting it. Delete permanently removes that statement and the transactions imported from it, and recalculates your audit without them — it can't be undone.