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Statement Import

What does this do?

Upload PDF statements or receipt images to import transactions in bulk. Documents are parsed with AI and deleted immediately.

How to do it

  1. Select your card and upload a PDF statement or photo.
  2. Review extracted transactions, amounts, and dates.
  3. Confirm bucket categorizations and batch import.

Why it matters

Importing statements in minutes makes consistent expense tracking effortless.

Open in Keepsail↗

Related Topics

Statement ParsingUploaded credit card statements are parsed with AI into discrete transactions. Files are deleted immediately after reading.Budget BucketA bucket is a spending envelope dedicated to a category: groceries, transit, dining, etc. Income is divided across buckets by target ratios.
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Budgeting for real life. Payments are processed by Paddle, our Merchant of Record.

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