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Import transactions from PDF

Just wanted to suggest a feature to import transactions from PDF bank statements as an alternative to CSV import or API sync. Many banks don’t propose CSV extraction of transactions, while others use unstandardized APIs. PDF/OCR import could provide a straightforward way to import transactions without the need to manually enter data in an Excel spreadsheet.

Consolidated requirements

  • Import bank statements supplied as PDFs or images, using OCR where required.

  • Extract a full month’s transactions from a statement rather than requiring each transaction to be entered manually or converted to a custom CSV first.

3 comments

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Comments3

  • neekchan

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    Oct 29

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    Merged request

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    3 votes

    Allow updates via uploading monthly bank statements

    It should take a PDF or image, use OCR, and with the help of AI, I can fill in a month's worth of transactions whenever I receive my bank statements.

  • neekchan

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    Nov 12, 2025

    I concur.

  • ALEJANDRO LÓPEZ ALBERTOS

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    Apr 28, 2025

    API sync is also not available right?