Income Connect · Purnell Tax Solutions
Connect Your Accounts
Link your bank directly via Plaid, or upload CSV exports from Cash App, Venmo, and PayPal.
Your data goes directly to Kathy — never stored on this server.
Your data goes directly to Kathy — never stored on this server.
Connection Status
USC Credit Union
Cash App CSV
Venmo CSV
PayPal CSV
Zelle (via bank)
🏦 Bank Connection — Recommended
🏦
Connect USC Credit Union
Powered by Plaid · Read-only access · Bank-level encryption · Captures all deposits including Cash App, Venmo, and Zelle inflows automatically
Read-only
No login stored
Bank-level SSL
Cash App ✓
Zelle ✓
Venmo ✓
All deposits ✓
Why connect your bank? Every Cash App, Venmo, and Zelle payment you receive lands in your USC CU checking account as a deposit. Connecting the bank captures all of them in one step — no CSV exports needed from each app.
You will be redirected to a secure Plaid window to log in with your USC CU credentials. Purnell Tax Solutions receives read-only transaction data only.
✓ USC Credit Union connected
USC Credit Union — Transactions
| Date | Description | Amount | Type | Year |
|---|
Send bank data to organizer
Pre-fills income fields in your Multi-Year Tax Organizer
📁 CSV Upload — Individual Platforms
Use this if you prefer not to connect your bank. Download your transaction history from each app and upload the CSV file here. We parse it automatically and extract your income.
💵
Cash App
CSV Export
Not uploaded
How to export: Open Cash App → tap your profile icon → Statements → Export CSV. Select the full year range needed (2020–2025). Save the file and upload below.
Cash App help: download transaction history →
Cash App help: download transaction history →
📄
Drop CSV here or click to browse
Cash App — Parsed Transactions
| Date | Description | Amount | Type | Year |
|---|
Send Cash App data to organizer
Pre-fills Cash App income fields per year
V
Venmo
CSV Export
Not uploaded
How to export: Open Venmo on desktop (venmo.com) → Settings → Statements → Download CSV. Mobile app does not support CSV export — must use desktop browser.
Venmo help: download statement →
Venmo help: download statement →
📄
Drop CSV here or click to browse
Venmo — Parsed Transactions
| Date | Description | Amount | Type | Year |
|---|
Send Venmo data to organizer
Pre-fills Venmo income fields per year
P
PayPal
CSV Export
Not uploaded
How to export: Log into PayPal.com → Activity → Statements → Custom date range → Download (CSV). Select each year separately for cleaner data.
PayPal help: download transactions →
PayPal help: download transactions →
📄
Drop CSV here or click to browse
PayPal — Parsed Transactions
| Date | Description | Amount | Type | Year |
|---|
Send PayPal data to organizer
Pre-fills PayPal income fields per year
Z
Zelle
Via Bank Statement
Use Bank Connection
Zelle does not offer CSV export. Zelle transactions appear in your USC Credit Union bank statement as deposits. Connect your bank above via Plaid — all Zelle inflows will be captured automatically. Alternatively, download your USC CU bank statements (PDF or CSV) and upload them to the Dropbox folder.
📊 Combined Income Summary
All Sources — Year by Year
Connect your bank or upload a CSV above to see your combined income summary here.
Your privacy: This tool processes your CSV files entirely in your browser — the raw transaction data is never uploaded to any server. Only the income totals and year summaries are sent to Kathy via the secure organizer submission. Your login credentials for Plaid are handled entirely by Plaid's encrypted widget and are never seen by Purnell Tax Solutions.