Import Bank Statements Instead of Typing Them In

Import bank statements as CSV or PDF

Your bank already exports your history as a CSV or PDF statement, and SavingStat can import bank statements in either format: pick the wallet the statement belongs to, upload the file, and progress updates live while a large file is processing.

Every row arrives categorized

Each row becomes a draft transaction with a category, a budget, and where it fits an income source already suggested. Suggestions are exactly that: you change anything that lands wrong before it is saved.

Duplicates are flagged before they land

Anything that matches something you already recorded is flagged during review. Importing the same statement twice, or two statements with overlapping dates, does not create second copies unless you choose to keep them.

Review before anything is published

Imported rows wait as drafts. You skim them, fix the odd category, resolve anything flagged as a duplicate, and publish. Nothing joins your records without passing your review.

How a bank statement import works, start to finish

1. Export a CSV or PDF statement from your bank.
2. Upload it to SavingStat and pick the wallet it belongs to.
3. Skim the suggested categories and budgets.
4. Resolve anything flagged as a duplicate.
5. Publish the rows you keep.
6. Read the month by category and by budget.

Tracking expenses from a bank statement

Published rows feed your statistics: spending by category and by budget, monthly totals for income and spending, and a daily chart for each. The expense tracker app page shows where that picture leads.