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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 (max 10 MB)
  3. Wait for processing (status goes from Pending → Processing → Parsed)
  4. Review extracted transactions and map columns if needed
  5. Confirm to import

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Viewing past imports

All your previous imports are listed on this page with their status. You can:
  • View details of any import
  • See which transactions were imported from each file
  • Re-review if needed