Import Transactions & Statements

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Import from File

Moving from another app? Export your transactions there, upload the file here, and we’ll map everything for review — nothing saves until you approve it.

Works with Wave, QuickBooks, Mint, YNAB, Monarch, Quicken, Xero, FreshBooks, Expensify, Excel and Google Sheets — any app that exports CSV. Voice Money Manager backups restore instantly with zero AI cost.

Import your bank statements

Bring your full transaction history over in minutes. We read CSV, OFX/QFX and PDF statements with AI and turn them into transactions you review before anything is saved.

Works with TD, RBC, BMO, Scotiabank, CIBC, Tangerine, Simplii, EQ Bank, Amex, Wealthsimple — and any bank that exports CSV, OFX/QFX or PDF.
CSV
Export from any online banking portal
OFX / QFX
Quicken format — RBC, TD, BMO, Scotiabank, CIBC
PDF
Monthly statement PDFs — read with AI
How to export from your bank
  1. Log in to your bank's website
  2. Go to your account transactions
  3. Find “Download” or “Export” — choose CSV or OFX
  4. Select the date range you want
  5. Upload that file below

Upload a Statement

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FileSourceRowsImportedDupesStatus

Map accounts

We found account in your statement. Tell us where each one belongs.

This file looks like it was already imported. You can continue, but watch for duplicates on the review step.

Review transactions

new · duplicates · selected

Restore mode — the duplicate scan is informational only. rows look like existing transactions and all stay selected. Every selected row will be imported as new.
Checking for duplicates…
Date Description Amount Account Category Status

Import complete

Your statement has been imported.

Created
Updated
Skipped
Duplicates
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Reading your statement…