{% extends "base.html" %} {% block content %}
Supports CSV exports from your bank or credit union. PDF import only works if the PDF has selectable text — scanned statements won't work.
If a CSV imports 0 transactions, let Claude know — the column format varies by bank and may need a quick fix.
| Date | Description | Account | Amount | Category | Notes | |
|---|---|---|---|---|---|---|
| {{ t.date }} | {{ t.description }} | {{ t.account }} | ${{ t.amount | money }} | {% if t.category %} {{ t.category }}{% if t.subcategory %} › {{ t.subcategory }}{% endif %} {% endif %} | {{ t.notes }} | Edit |
No transactions yet. Import a statement to get started.