Tracking spending
Import a PDF or CSV statement
Bring in a batch of transactions from a bank statement, with duplicates filtered out.
If you would rather not link a bank, importing a statement is a great way to catch up on many transactions at once. Vault accepts PDF and CSV files.
- 01
Download your statement
Get a PDF or CSV statement from your bank's website or app, and save it to Files or Photos.
- 02
Start an import
In Vault, choose to import a statement and pick your file.
- 03
Review the transactions
Vault reads the file and shows what it found so you can confirm before anything is added.
- 04
Import
Confirm to add them. Vault categorizes each one and you can adjust as needed.
Statement layouts vary a lot. Review the parsed list before importing and edit any rows that look off, or try the CSV export from your bank instead.
Email support@obsidianridgelabs.com, a real person will reply.