What the import tool does for you

If you'd rather not type in months of bank history by hand, the import tool walks you through turning a downloaded statement into real transactions, one clear step at a time.

1 minProUpdated Sep 2026

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This part of Rasa Money is included with Pro.

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If you'd rather not type in months of bank history by hand, the import tool walks you through turning a downloaded statement into real transactions, one clear step at a time. You'll upload your file, tell Rasa Money how to read its dates and amounts, pick which account it belongs to, and review everything before it's actually saved — nothing gets created until you say go on that final screen. There's also an optional AI helper that can suggest categories for you based on the descriptions in your file, so you don't have to categorize hundreds of rows by hand.

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