Import statement

What it is for

Reads the bank file, suggests each line's category and saves only after your review.

Before you start

• Download the statement from your bank (OFX is the most reliable) or the card bill in PDF.

Step by step

1. Drag the file or click Choose file.
2. Check the target year and month.
3. Review each line's category and type; untick what you don't want.
4. Click Save N entries.

Every action on this screen

Drag the file

Example: "extrato-nubank-nov.csv" with Date, Description and Amount.

Review

Table with date, description, category, type and amount. Lines already logged come marked "already logged" and unticked.

Replace the month's entries

Swaps what is in the month for the file.

Select all / discard

Ticks or unticks all; Discard returns to the start.

How to export from the bank

The block at the bottom explains the steps.

Shortcuts

• ⌘K → "Import".

Common problems

Layout not recognized. Use the AI bundle or export as OFX.

Duplicates. Already-logged lines come unticked.

See also

• Entries
• Month
• Categories and rules