Import a bank statement

Most work expenses never get a photo. A bank statement import finds them.
- 1On the web, open Import.
- 2Drop the CSV or PDF your bank exported. One statement at a time.
- 3Recpt reads each line and suggests a category, or skips it as personal.
- 4Review the list. Tick what is work-related, fix any category, skip the rest.
- 5Save. Each kept line becomes an expense.
Lines you skip are remembered, so the same coffee shop is not offered again next month.