> ## Documentation Index
> Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Bank Statements

> Upload historical bank statements in PDF, CSV, or XLSX format to backfill your transaction history.

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.

<Info>
  This step is **optional**. It's useful for backfilling history from before you connected your bank.
</Info>

## Supported formats

| Format   | Details                                                                   |
| -------- | ------------------------------------------------------------------------- |
| **CSV**  | Most reliable. Download from your bank's website.                         |
| **XLSX** | Excel spreadsheets work too.                                              |
| **PDF**  | Cashflowy extracts transaction data using AI-powered document processing. |

Maximum file size: **10 MB** per upload.

## How to import

<Steps>
  <Step title="Go to Import Statements">
    Navigate to **Banking** → **Import Statements**.
  </Step>

  <Step title="Upload your file">
    Drag and drop your file, or click to browse. You can upload multiple files.
  </Step>

  <Step title="Wait for processing">
    Cashflowy processes the file and extracts transactions. You'll see one of these statuses on your import:

    | Status         | Meaning                                      |
    | -------------- | -------------------------------------------- |
    | **Pending**    | Uploaded, waiting to process                 |
    | **Processing** | Parsing and extracting transactions          |
    | **Parsed**     | Ready for your review                        |
    | **Reviewing**  | You're reviewing the extracted data          |
    | **Confirmed**  | Transactions imported successfully           |
    | **Failed**     | Something went wrong - check the file format |
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm import">
    Click **Confirm** to add the transactions to your account.
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="What about duplicates?">
    If the import period overlaps with transactions already in Cashflowy (from Plaid), the system attempts to detect and skip duplicates. Review the results carefully.
  </Accordion>

  <Accordion title="CSV is more reliable than PDF">
    Whenever possible, use CSV or XLSX. PDF extraction uses AI which can occasionally misread data, especially with unusual statement formats.
  </Accordion>
</AccordionGroup>