Guides & answers
Make yourself at home.
Get set up, organize your records and find your next step.
Imports & AI
5 guidesImport your transaction history
Bring in spreadsheets, screenshots or pasted text without a required template.
Read a screenshot or pasted text
Use on-device text recognition or choose optional AI assistance.
Give optional AI useful context
Clarify dates, currencies and transaction conventions before extraction.
Review duplicates and undo an import
Resolve possible duplicates before saving and understand when undo is available.
Troubleshoot an import
Fix date, amount, file and extraction problems before saving.