Cloud Plus
Import statements the smart way.
Upload a bank statement, CSV, or spreadsheet. The importer reads the columns, maps them to wallets and categories, and brings your history in clean, with no manual retyping.
- Reads CSV, Excel, and bank statements
- Maps columns to wallets and categories for you
- Flags duplicates and oddities before saving
- You review everything before it lands
Drop a file, get clean data
The AI importer figures out which column is the date, the amount, and the description, then proposes categories, so a messy export becomes tidy transactions.
- Column mapping detected automatically
- Sensible categories suggested per row
- Handles the formats your bank actually exports
Import
Column mapping preview from an uploadReview, then commit
Nothing is saved until you say so. Scan the proposed rows, fix anything off, and import the batch in one go.
- Duplicates caught before they double-count
- Edit any row inline before importing
- Import in bulk once it looks right
Import
Review screen before committing a batch