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Import Transactions

Step 1: Upload CSV File
Supported Banks
  • TD Canada Trust - Chequing & Credit Card
  • RBC - All account types
  • Scotiabank - All account types
  • BMO - All account types
  • CIBC - All account types
  • Simplii Financial - Chequing & Savings
  • Generic CSV - Auto-detected columns
Smart Detection
  • Automatic duplicate detection
  • Transfer identification
  • Balance reconciliation
Back
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Analyzing your file...

Detecting format, checking duplicates, identifying transfers

Review Import 0 transactions ready
Step 2: Review Import
0
Total Rows
0
To Import
0
Duplicates
0
Transfers
0
Failed
-
Format (0%)
Credits: $0.00
Debits: $0.00
Net Change: $0.00
Warnings
    Row Date Description Amount Status
    Failed to Parse
    Row Content Error Suggestion
    Import Complete

    Transactions imported successfully!

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