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.
- 1
Download your statement
Get a PDF or CSV statement from your bank's website or app, and save it to Files or Photos.
- 2
Start an import
In Vault, choose to import a statement and pick your file.
- 3
Review the transactions
Vault reads the file and shows what it found so you can confirm before anything is added.
- 4
Import
Confirm to add them. Vault categorizes each one and you can adjust as needed.
Vault de-duplicates as it imports, so transactions you already have (from a previous import or manual entry) will not pile up twice.
Reading and matching your statement happens entirely on your iPhone. Importing a file does not send anything to a server.
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