Import a bank statement as CSV

Download the statement from your bank's website, preferably as CSV. A PDF statement can also be offered for reading.

If the file does not match, a message says so and no transaction is saved. Add the bills yourself.

  1. Export a statement from your bank's website, as CSV if that choice exists.
  2. In Fleuris, open Import and choose that file. Reading stays on your device.
  3. If a message says the file was not recognized, nothing was added.
  4. If transactions are read, check the spotted bills before you save them.

Questions

Is the file sent anywhere?

No. It is read in the browser, on the device.

Does every CSV work?

No. Only recognized statements are imported. The others are refused, and nothing is saved.

In Fleuris