Uploading Statements
Statements supports bank statements from dozens of Indian banks and credit cards. This guide explains how to upload statements and what formats are supported.
Supported Formats
| Format | Description |
|---|---|
| CSV | Comma-separated values, most common export format |
| XLSX/XLS | Excel spreadsheets from bank portals |
| Bank-generated PDF statements |
Supported Banks
The app automatically detects and parses statements from:
Major Banks:
- HDFC Bank (Savings, Current, Credit Card)
- ICICI Bank (Savings, Credit Card)
- Axis Bank (Savings, Credit Card)
- SBI (State Bank of India)
- Kotak Mahindra Bank
- IndusInd Bank
- Yes Bank
- IDFC First Bank
Credit Cards:
- American Express
- HDFC Credit Card
- ICICI Credit Card
- Axis Credit Card
- SBI Card
- Kotak Credit Card
Note: If your bank isn't listed, upload your statement anyway. The app will attempt to parse it, and we continuously add support for new formats.
How to Upload
- Navigate to Statements in the sidebar
- Click Upload Statement or drag and drop files
- Select the target Account from the dropdown
- Click Process
What Happens After Upload
- Format Detection - The app identifies the bank and statement type
- Transaction Extraction - All transactions are parsed from the file
- Duplicate Detection - Transactions already in the system are skipped
- Rule Application - Categorization rules are applied to new transactions
- Processing Complete - View your transactions in the Transactions page
Statement Status
| Status | Meaning |
|---|---|
| Processing | Statement is being parsed |
| Completed | All transactions imported successfully |
| Partial | Some transactions imported, some skipped (duplicates) |
| Failed | Could not parse the statement format |
Handling Duplicates
Statements uses fingerprinting to detect duplicates:
- Each transaction gets a unique fingerprint based on date, amount, and description
- If you upload overlapping statements, duplicates are automatically skipped
- You'll see a count of "skipped" transactions in the upload summary
Tips for Best Results
- Download directly from bank - Use official bank exports, not screenshots
- Use CSV when available - CSV files are most reliably parsed
- Check the date range - Ensure the statement covers the period you need
- One file per upload - Upload statements one at a time for best tracking
Troubleshooting
Statement not recognized?
- Try a different export format (CSV instead of PDF)
- Ensure the file isn't password-protected
- Contact support with a sample (redacted) statement
Missing transactions?
- Check if they were marked as duplicates
- Verify the date range of your statement
- Look in the Transactions filter for the correct account