📥 Import & Classify

📍 Your Workflow Progress:

📋
Import Data
Start here
→
🤖
Auto-Classify
Automatic
→
✏️
Review & Edit
You do this
→
📦
Move to Archive
Ready to export
📱
Cellular View
View transactions in an
intuitive cellular layout

🚀 Fast Working Zone

Current Import: Work with your latest bank download here. Data syncs with Firebase in real-time.

🧠 Smart Header Detection - Column Order Flexible!

The parser automatically reads your header row and maps columns:

  • Account: Account, Account Number, Account#, Acct, AcctNum
  • Date: Date, Date1, Post Date, PostDate, Transaction Date, TxnDate
  • Amount: Amount, Amt, Total, Sum, Balance Change
  • Description: Description, Desc, Memo, Details, Transaction Details
  • Debit: Debit, Debits, Withdrawal, Withdrawals, Out
  • Credit: Credit, Credits, Deposit, Deposits, In

Supported Separators: Tab, Comma, Pipe (|), Multiple Spaces

Instructions: Paste your bank data below (or you can use the Import CSV / Sample CSV buttons to import the data). The parser will auto-detect your format, separators, and column mapping!

📦 Batch Actions

🛡️
Smart Data Integrity: Duplicates automatically detected and skipped during import (max 3,000 records per batch).
After archiving, go to Archive page to export CSV
Date Description Amount Account Status Classification Actions
Loading working transactions from Firebase...

Working Transactions

0

Auto-Classified

0

Need Review

0

Ready to Archive

0