Bank Transactions

Import and reconcile bank statements with your ledger.

Import Bank Statement

Account

CSV Data (bank export with headers, e.g. Transaction ID, Posting Date, Description, Amount, Transaction Type)

Choose FileNo file selected — or paste rows below

Status	Date & Account	Description	Amount	Matches
Itemized	6/30/2026Demo Credit Card	TRADER JOE'S #123	-$86.42	Trader Joe's(2)
Itemized	6/27/2026Demo Credit Card	MESA TAQUERIA	-$58.00	Mesa Taqueria(1)
Needs Itemizing	6/18/2026Demo Checking	COFFEE SHOP	-$6.25	No links
Needs Itemizing	6/13/2026Demo Checking	PAYCHECK DEPOSIT	$1,550.00	No links