Bank Sync

Import transactions from your bank or credit card statements

How it works

Download a statement export (CSV, PDF, or Excel) from your bank's website, then upload it here. AI will automatically parse every transaction and let you review before importing.

1

Download statement

Log into your bank and export a CSV or PDF statement

2

Upload here

Drop your file — AI parses all transactions automatically

3

Review & import

Select which transactions to add to your expenses & income

Select your bank (optional)

Click to upload statement

CSV, PDF, Excel (.xlsx) or image — max 20MB