Statements and transaction imports

Extract a statement into transactions for review

Start extraction and check the resulting unposted activity.

Updated 2026-11-11

Use Match from statement for account selection

Review an inferred source account against the statement’s identifying details.

Updated 2026-11-11

Choose a specific account before statement extraction

Bind the statement to its known source account.

Updated 2026-11-11

Retry a statement status that could not be loaded

Read the current job before starting or resuming extraction.

Updated 2026-11-11

Resume statement extraction after automatic recovery pauses

Continue the saved job when Resume extraction becomes available.

Updated 2026-11-11

Use Review current job after extraction state changes

Refresh the statement’s active job before continuing recovery.

Updated 2026-11-11

Review a completed extraction while categories are processing

Separate saved transaction rows from unfinished category suggestions.

Updated 2026-11-11

Check a saved statement when classification status is unavailable

Preserve extracted activity while refreshing the category status.

Updated 2026-11-11

Read saved draft categories for an extracted statement

Review proposal reasons and questions before applying categories in Transactions.

Updated 2026-11-11

Open only the transactions extracted from one statement

Use the statement’s review link to preserve source context.

Updated 2026-11-11

Retry a failed check while keeping the column mapping

Recover the staging step without rebuilding a verified source layout.

Updated 2026-11-11

Read the reason for a rejected import row

Resolve the specific source problem before attempting the row again.

Updated 2026-11-11

Investigate a row blocked during the final import

Use the final outcome reason when a previously checked row is not added.

Updated 2026-11-11

Check a saved import whose filtered row view is empty

Clear or change the row-result filter before assuming the batch is missing.

Updated 2026-11-11

Use a payee-only export carefully

Review the description derived from a merchant or payee field.

Updated 2026-11-11

Preserve optional bank references in a CSV import

Use source identifiers to support later matching and review.

Updated 2026-11-11

Exclude subtotals and statement summaries from CSV movements

Keep the transaction table separate from totals used as evidence.

Updated 2026-11-11

Check cents after exporting transactions from a spreadsheet

Prevent displayed rounding from changing source amounts.

Updated 2026-11-11

Check a file whose date range ends earlier than expected

Confirm export completeness before treating the imported period as covered.

Updated 2026-11-11

Wait for connected account preparation before extracting a statement

Let the account mapping finish before starting the document job.

Updated 2026-11-11

Try the statement sample checks

Inspect a fictional source before working with a real bank statement.

Updated 2026-11-11

Use a bank statement with a different layout from the sample

Focus on complete readable information rather than matching the example design.

Updated 2026-11-11

Understand why a sample check creates no transactions

Separate the preview exercise from uploading a source for review.

Updated 2026-11-11

Read opening and closing balances in the sample CSV check

Understand why the paired PDF supplies the sample’s boundary balances.

Updated 2026-11-11

Interpret card credits when checking a statement sample

Distinguish reduced card liability from revenue classification.

Updated 2026-11-11

Compare a sample’s row count and balances

Use both detail and totals to inspect a statement extraction example.

Updated 2026-11-11

Read a statement category hold for the daily accounting budget

Keep saved transactions available while the category job waits.

Updated 2026-11-11

Review a statement whose category suggestions are paused

Separate paused suggestion work from saved source transactions.

Updated 2026-11-11

Understand statement suggestions waiting to retry

Check the current category status while preserving the extracted source.

Updated 2026-11-11

Check posting separately from statement extraction completion

Confirm the transaction and accounting stages after a document finishes processing.

Updated 2026-11-11