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Manual Statement Upload
Upload a bank statement if no live feed is available.
beginner· 5 views· Updated 7/18/2026
If your bank doesn't support a live feed, you can manually upload your bank statement to the AI Bank Transactions Center. Supported formats include:
- PDF: both native and scanned PDFs are accepted
- CSV: export from your bank
- OFX / QIF: standard financial formats
Once uploaded, the AI parser will process your statement and generate a review queue similar to a live bank feed.
Step-by-step
- 1Navigate to Transactions
Go to Transactions in the sidebar to access the AI Bank Transactions Center.
- 2Upload your statement
Use the manual upload option to select and upload your bank statement in PDF, CSV, OFX, or QIF format.
- 3Review transactions
Once processed, review the transactions in the queue just like a live feed.
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