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Help centre/Individual/Getting started/Import a bank statement

Import a bank statement

Drop statements here

Most work expenses never get a photo. A bank statement import finds them.

  1. 1On the web, open Import.
  2. 2Drop the CSV or PDF your bank exported. One statement at a time.
  3. 3Recpt reads each line and suggests a category, or skips it as personal.
  4. 4Review the list. Tick what is work-related, fix any category, skip the rest.
  5. 5Save. Each kept line becomes an expense.

Lines you skip are remembered, so the same coffee shop is not offered again next month.