Import bank statements and files

Purpose: Load many past transactions at once from your Canadian bank.

Works with exports and statements from major Canadian banks — TD, RBC, Scotiabank, BMO, CIBC, plus Desjardins, Tangerine, Simplii, National Bank, and others when your bank lets you download activity.

1. Menu → Import.
2. Choose the writable finance file and a name for the account (or match an existing one as prompted).
3. Upload a bank statement or activity file from your bank’s online banking or app.
4. Watch progress; you can cancel a running job.
5. Review operations afterward; remove an import batch if it was wrong.

Formats: Common activity exports (dates, descriptions, amounts) work best. Follow the format hint on the Import page for your file.

Also coming: broader PDF statement support and direct bank connections (open banking). Day to day, keep using + to snap receipts.

Tip: Import once for history, then rely on snap for new spending — cleaner than re-importing the same weeks.