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Bank Statement Import
Read one or more statement PDFs and pull out the transactions.
1 Choose the PDFs
2 Unlock
3 Transactions
Which bank are these from?
Leave it on the first option unless a statement is read as the wrong bank.
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Click to browse or drop your statements here
PDF only ยท several at once ยท up to 25 MB each
ยท password-protected files are fine
What is read
DateValue dateDescriptionPartyReferenceDebitCreditBalance
The text layer of each PDF is read directly โ nothing is uploaded to a scanning service. A scanned or photographed statement has no text layer and will come back empty; send those through Purchase OCR instead.