Turn Bank Statements Into Organized Expenses

Upload a CSV or PDF export from your bank. Every row comes back on the wallet you picked, with a category and a budget already chosen, ready for your review.

Import your bank statement

Your bank already exports your history as a CSV or PDF statement, and SavingStat reads either. You 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 matching 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.

Review before anything is published

How it 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.

From statement to spending picture

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

Common questions

Can I import a CSV bank statement?

Yes. Upload a CSV export from your bank and every row comes back on the wallet you picked, with a category and a budget already chosen.

Can I import a PDF bank statement?

Yes. PDF statements are read the same way CSVs are, row by row into draft transactions.

What happens if I import the same statement twice?

Anything matching something you already recorded is flagged before it lands. You decide what to keep during review.

Can I review imported transactions before they are added?

Yes. Every imported row waits as a draft until you publish it.

How are transactions categorized?

Categories are your own labels, not a fixed list. Imports suggest one for every row, and you change anything that lands wrong.

Import your first statement

One CSV or PDF from your bank, and the month comes back sorted into categories.

Get started