Statements
Upload a bank statement (CSV or PDF) to bulk-add income transactions. Every row lands in a review queue first — nothing posts to the ledger until you confirm it.
Upload a statement
PDF parsing is best-effort (bank PDFs vary a lot) — everything from a PDF is staged as low-confidence for you to check against the original. CSV exports with clear Date/Credit columns parse much more reliably.
Uploaded statements
| Uploaded | Account | File | Type | Status | Staged |
|---|
No statements uploaded yet.
Review —
| Date | Amount | Description | Category | Confidence |
|---|
Nothing left to review for this statement.