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Upload bank statements to import transaction history that wasn’t captured by Plaid. Useful for backfilling history or for banks not supported by Plaid. For details on how to upload and the processing flow, see the Getting Started guide on importing statements.

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Quick summary

  1. Go to Banking → Import Statements
  2. Upload your PDF, CSV, or XLSX file
  3. Wait for processing - “Getting everything ready…” while Cashflowy parses the file
  4. On the Review Import screen, verify the Beginning Balance, Ending Balance, Total Deposits, and Total Withdrawals
  5. Choose an account: Use Existing Account (select from dropdown) or Create New Account (enter name and type)
  6. Review the transactions list - all are selected by default, uncheck any you don’t want to import
  7. Click Import [X] Transactions to confirm