Import Center

Parse a bank statement and file it by owner, account and period

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Import Bank Statements (CSV, OFX or PDF)

The dashboard parses the statement, categorises each transaction, and merges the data into the budget. Every upload is filed by owner, account and period.

The period is auto-filled from the file name where possible. Change it if needed.

Filed statements

No statements filed yet. Upload one above and it will appear here, filed by owner and account.