{% extends "base.html" %} {% block content %} {% if message %}
{{ message }} {% if 'Imported' in message %} Review Transactions {% endif %}
{% endif %}

Upload a Bank or Credit Card Statement

Supports CSV exports from your bank or credit union. PDF import only works if the PDF has selectable text — scanned statements won't work.

Click to choose a file, or drag and drop here

PDF or CSV

How to export your statements

If a CSV imports 0 transactions, let Claude know — the column format varies by bank and may need a quick fix.

{% endblock %}