Getting started
Importing from your bank
CSV, Excel or PDF. You don't need to know which column is which.
Supported formats
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The import wizard (7 steps)
Step 1: Select file
Tap Import and choose your file. The app accepts files from Files, iCloud Drive, email, or any app that shares documents.
Step 2: Preview
The app automatically detects:
◆The delimiter (comma, semicolon, tab)
◆The encoding (UTF-8, Latin1)
◆Any metadata rows (bank name, IBAN) — separated from the header
Step 3: Column mapping
The app suggests which column is the date, amount, description, etc. You can adjust if it gets it wrong.
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The app detects whether your bank uses `1.234,56` (European) or `1,234.56` (US). If the detection is off, you can select it manually.
Step 4: Select account
Choose which account to assign these transactions to. If it's your first time, you can create a new one.
Step 5: Deduplication
The app compares with your existing transactions and shows:
◆✅ New — will be imported
◆⚠️ Duplicates — already exist, will be skipped
Step 6: Save profile
If this is the first time with this bank, the app offers to save the profile. Next time you import from the same bank, everything configures automatically.
Step 7: Result
Final summary: X imported, Y duplicates, Z errors (if any).
Tips
◆Import frequently — the more history the app has, the better its projections
◆One file per account — don't mix statements from different accounts in one import
◆If a PDF fails — try the CSV from the same period (more reliable)
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The free plan allows up to 50 transactions per account. Pro or Family have no limits.