Import from a bank statement (PDF or image)

Turn a statement export or screenshot into editable transactions—in your browser.

Back to Guide
1
Open Import from Transactions

Start the import flow from the Transactions page.

Additional Details

  • •Go to Transactions in the sidebar.
  • •Click Import Statement near the header (outline button with a scan icon).
2
Upload your file

Use a screenshot, photo, or exported PDF — files stay on your device.

Additional Details

  • •Supported formats: JPEG, PNG, WebP, HEIC, PDF (up to 20 MB).
  • •Drag and drop onto the zone, or click to browse.
  • •Statements are scanned locally in your browser. Nothing is uploaded to PiggyBank for OCR.
3
Wait for scanning

The app reads PDF text where possible or runs OCR when needed.

Additional Details

  • •Large PDFs can take tens of seconds—a progress bar shows status.
  • •If extraction is thin, pages may be rasterised and OCR’d (still on device).
4
Review the proposed rows

You get a full table of parsed lines before anything is saved.

Additional Details

  • •Uncheck Included on rows you don’t want to import.
  • •Set transaction type, category, and when needed linked debt, budget, or savings bucket.
  • •The sheet shows detected currency and uses an exchange rate for the statement period when converting USD/BRL.
5
Watch for duplicate hints

The app warns when a line looks like something you already logged.

Additional Details

  • •Similar-description hints compare new lines with transactions already in range.
  • •Before saving, PiggyBank can stop if USD/BRL amount and date match existing rows—you confirm intentional duplicates.
6
Import or start over

When the table looks correct, confirm the import.

Additional Details

  • •Click Import to run duplicate checks (if prompted), then save.
  • •Use Start over to return to upload if you’d like a different file.
  • •Success shows All done — new transactions behave like manually added entries everywhere.
7
Watch the walkthrough

See the full import flow in the product (screen recording, ~2 min).

Additional Details

  • •The clip loads only when this step scrolls into view; press play to fetch and watch.
  • •QuickTime (.mov) plays natively in Safari; some Chromium builds need a compatible codec for HEVC or similar exports.
Step 7: Watch the walkthrough

Playback starts only when you press play; video loads when this section enters view.