Accounting · Import statement

File & account

Drop a CSV here

or

Original contents are retained unchanged. UTF-8 CSV · up to 10 MB.

Account

Required before confirming. Choosing an account does not select a mapping.

Suggested business for this statement

A specific business supplies suggestions during classification. Assign individually requires manual review and prevents automatic commitment for this statement.

Interpret the CSV

Saved mapping (optional)

Switch mappings to see the preview update. Adjust any columns for this import without saving those changes.

Transaction date

Date format in uploaded file

How dates are written in this CSV, not how the app displays them.

Description columns

Select one or more, in file order.

Join description parts withCurrency

Amounts

Amount column

Positive amounts in this CSV mean

Balance (optional, source value)

Reference (optional)

Normalized transactions: positive = money in / credits; negative = money out / charges. This does not determine income or expense classification.

Original file · first 3 rows (unchanged)

Save this mapping for reuse

Review before importing

0CSV rows

0Selected to import

0Need attention

0Possible duplicates

Possible duplicates are unchecked initially. Include one only if it is a separate transaction. Expand any description to inspect its original CSV fields. If rows need attention, check the mapping first; correct genuinely invalid source values and reupload. No invalid rows will be silently skipped.

Statement coverage & filename

Date range

Statement starts

Statement ends

Inferred dates describe the transactions present; they do not confirm complete coverage.

Statement imported

The original file and normalized transactions are saved. Eligible Commit rules may have been applied; review classifications on the next screen.

Classify this statement