Getting your file ready

Download a statement from your bank as a CSV or Excel file (keep it under 5 MB), then head to Transactions and look for the Import option to get started.

1 minProBy Rasa Content TeamUpdated Oct 2026

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Download a statement from your bank as a CSV or Excel file (keep it under 5 MB), then head to Transactions and look for the Import option to get started. If your file doesn't have a header row with column names, don't worry — just flip on File doesn't have header and you'll be able to name each column yourself.

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