🔍 How to Check Supported Banks
To view the full, up-to-date list of supported institutions:
Log in to your CashDeck portal.
Click on the Institutions tab in the left sidebar.
This table is live and continually updated as we expand or upgrade support for different banks.
🗂️ Types of Data by Institution
Each institution is categorised by the type of data it provides through CashDeck:
✅ Providing Transaction PDFs and eStatements
Includes all major banks
You’ll receive:
Official bank statements (eStatements)
Transaction PDFs (covering from the last statement to the date of submission)
Raw transaction data for Living Expenses Reports
🟢 This category covers the majority of client needs.
📄 Providing eStatements Only
Transaction PDFs are not available
You’ll receive:
Official bank statements
Raw transactions for Living Expenses Reports
📊 Providing Transaction PDFs Only
Official eStatements are not available
You’ll receive:
Transaction PDFs
Raw transaction data for Living Expenses Reports
🔢 Providing Only Raw Balances & Transactions
No official statements or transaction PDFs
You’ll receive:
Raw transaction data only (suitable for expense analysis)
If you’re unsure what to expect from a particular institution, checking the Institutions tab is the best way to stay informed.