Finly Money reads statements from any bank or card issuer. Two kinds of file work, and you can mix them in one upload.
File | What to know |
|---|---|
PDF statement | The statement as your bank issues it. A PDF downloaded from online banking reads in full. It usually prints the statement period, the closing balance and, for a card, which card it is. |
Scanned PDF | A paper statement scanned and saved as a PDF works too. A very long scanned statement can be too much to read in one go; a downloaded PDF or a CSV of the same statement reads in full. |
CSV export | The transaction download most banks offer. One file can cover a long date range. Most CSVs don't include a balance or a statement closing date, but you can type the balance in. |
Size and number of files
- Each file can be up to 25 MB.
- Add as many files as you like at once, and add more while the first ones are being read.
- A whole year is fine: drop in every month for each account. Files from the same account are grouped together, and a missing month is pointed out.
- The very same file can't be added twice in one upload, so it can't be counted twice.
Files that can't be read
Only PDF and CSV files are accepted. Other formats, such as Excel spreadsheets, OFX or QFX files, or photos, aren't. If your bank offers several download formats, choose PDF or CSV.
If a file can't be read, it's marked in the list with Try again. You can retry it, remove it, or upload another export of the same statement: a PDF instead of a CSV, or the other way round. A file that can't be read is left out, and the rest carry on.
If a file doesn't look like a bank statement at all, we say so, so you can check its rows before importing.