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Import Bank Statements

If you have historical bank statements that weren’t captured by the Plaid connection, or your bank isn’t supported by Plaid, you can import statements manually.
This step is optional. It’s useful for backfilling history from before you connected your bank.

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Supported formats

FormatDetails
CSVMost reliable. Download from your bank’s website.
XLSXExcel spreadsheets work too.
PDFCashflowy extracts transaction data using AI-powered document processing.
Maximum file size: 10 MB per upload.

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How to import

1

Go to Import Statements

Navigate to Banking → Import Statements.
2

Upload your file

Drag and drop your file, or click to browse. You can upload multiple files.
3

Wait for processing

Cashflowy processes the file and extracts transactions. You’ll see the status update in real-time:
StatusMeaning
PendingUploaded, waiting to process
ProcessingParsing and extracting transactions
ParsedReady for your review
ReviewingYou’re reviewing the extracted data
ConfirmedTransactions imported successfully
FailedSomething went wrong — check the file format
4

Review extracted transactions

Once parsed, you’ll see a preview of the extracted transactions. For CSV files, confirm which columns represent date, description, and amount.
5

Confirm import

Click Confirm to add the transactions to your account.
If the import period overlaps with transactions already in Cashflowy (from Plaid), the system attempts to detect and skip duplicates. Review the results carefully.
Whenever possible, use CSV or XLSX. PDF extraction uses AI which can occasionally misread data, especially with unusual statement formats.