Statements and manual entry
Upload PDF or CSV statements, keep them up to date, and add transactions by hand.
7 articles
How do balances from statements work?
When a statement prints a balance, it becomes the account's balance on that day, and later transactions carry it forward for your net worth. If a file has no balance, you can type one in. Card balances also take off payments we can see.
How do I add transactions by hand?
Go to Accounts, choose Add, then Add by hand. On a computer you type one line per transaction in a quick table; on a phone a short form opens. Only the merchant, date and amount are needed.
How do I upload bank statements?
Go to Accounts, choose Add, then Upload statements. Drop in your PDF or CSV files, confirm which account each belongs to, review the transactions and import them. Nothing is added twice.
How do you avoid adding the same transaction twice?
Before anything is imported, every row is checked against your history, other files in the same upload and what your bank connections sent. Likely duplicates are left out for you, and you can tick any of them back in.
When is my next statement ready?
We learn each statement account's cycle from the statements you upload. A day after the next one should have closed, a reminder asks you to upload it. Choose Not now to hide it until the following statement.
Where do I find my statements?
Sign in to your bank's website, open the account and look for Statements or eStatements to download PDFs. For a CSV, look for a download or export option on the account's transactions page.
Which statement files can I upload?
PDF statements (downloaded or scanned) and CSV exports, up to 25 MB each. Add as many files as you like at once, from any bank, including a whole year of months.
Still need help?
Our team answers every request, usually within 1–2 business days.