Pinnacle Financial Partners — Export Transactions to CSV

Quick guide to download your Pinnacle Financial Partners transactions as CSV. Then use our Free Categorizer to clean and tag them.

  1. Sign in to Pinnacle Financial Partners online banking.
  2. Open account activity.
  3. Choose your date range.
  4. Export as CSV.
  5. Upload to the Free Categorizer.
Use Free CategorizerSee pricing

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