Upload
Import historical data or upload a monthly bank / credit-card statement.
Historical Import
Upload a multi-year .xlsx workbook or .csv file. Map the columns to the schema, then import all rows. Categories are auto-populated into the taxonomy table.
Drop your spreadsheet here or click to browse
Accepts .xlsx · .xls · .csv
Monthly Statement
Upload a bank or credit-card statement. Transactions are auto-categorised via merchant mapping and Claude AI, then reviewed before committing.
Drop your statement here
CSV, XLSX, XLS or PDF