Import a bank statement
CSV, PDF or a photo, on every plan.
- Banking → Import. Choose a CSV with date, description and amount columns (or separate debit and credit columns), or a PDF or photo of the statement if scanning is on.
- Negative amounts and bracketed amounts like (45.00) are both read as money out.
- Lines you have already imported are recognised and not duplicated.
Free includes 5 imports a month; Business and Enterprise have no limit.
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