Topic · 04
Import & export
Bring years of statements in through the wizard, and take your structured archive out whenever you want. Five guides, from column mapping to the export password challenge.
Guides
Import a CSV or XLSX statement, step by step
Upload, map the columns, set type detection, review every row, confirm.
Column mapping and how AI suggestions work
What Rasa AI proposes, what the deterministic fallback does, and how to override both.
Gregorian, Jalali and Hijri dates on import
Picking the right calendar so your transaction dates land where you expect.
Spotting duplicates and repeating charges before you confirm
Why subscriptions get flagged, and how to collapse them into one recurring series.
Export your data before cancelling Pro
The password challenge, what the archive contains, and why the link expires.
An unfamiliar bank format?
Send us the file and we will look at the mapping with you. Import quirks are the thing we most want to hear about.
Contact support