Import a statement
Updated · 1 minute read
To give Daryl your spending, export a CSV from your bank or card and upload it on the Money page. Nothing is saved until you review it. Duplicates of what you already imported are skipped, your rules put each line in a category, and card or account numbers are removed before anything is stored.
What happens to the file
Daryl reads it once, shows you the lines, and keeps only what you accept. The CSV itself is not kept.
After the import
Bills get their due dates, the weekly radar starts looking for subscriptions and price rises, and Today can show a money card. Your numbers are sealed in the database like every other record.
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