Import bank statements (PDF & image)
Turn an exported statement or screenshot into transactions PiggyBank can save—without retyping everything. Processing happens locally in your browser before you approve each row.
Loads when this block is near the viewport; press play to stream. Safari plays this .mov export reliably; other browsers depend on installed codecs.
Where to find it
Open Transactions from the sidebar. On desktop, look for Import Statement beside the page header—it opens a side panel wizard (Upload → scan → Review → Confirm → Done).
Privacy & how it works
Your PDF or image stays on your device for text extraction and optional OCR (for scanned PDFs). We do not send statement files to PiggyBank for recognition. Parsed text is interpreted in the browser, then only the transactions you approve are sent through the normal save flows when you click Import.
What you can upload
JPEG, PNG, WebP, HEIC, or PDF files up to 20 MB per import. Prefer clear screenshots or downloadable PDFs from your bank—not photos of blurry screens—to improve parsing.
The flow step by step
- •Choose a file—the UI shows progress while the PDF is read or pages are OCR’d.
- •Each detected line lands in an editable grid: toggle Include, adjust type (income/expense/debt/etc.), categories, debts, budgets, or savings buckets as required by validation.
- •PiggyBank shows detected currency and an exchange rate for the statement period when it needs USD↔BRL conversion.
- •Similar lines may flag next to transactions you already booked in-range; you confirm what is actually new.
- •If USD/BRL amounts collide with existing entries, you may see a blocking screen listing matches—tick only when you intentionally want duplicates.
- •Import saves your batch like any transaction form submit; Start over resets the wizard.
Tips for better results
- •Prefer text-based PDFs over scans when your bank allows export.
- •Crop screenshots to just the transactions table.
- •Review totals and headings—automated parsers may occasionally pick up summary rows; unchecked rows skip import.
For click-by-click steps inside the product, open Guide → Statement import from the sidebar.