Imports & AI
Read a screenshot or pasted text
Use on-device text recognition or choose optional AI assistance.
Read a screenshot on your device
Choose a PNG or JPEG screenshot, then select Read screenshot on this device. English text recognition runs in your browser. Check and correct the recognized text before reading it as a table or transaction lines.
Use a clear image with complete rows. Crop unrelated material before selecting the file. Blurry text, clipped columns and unusual layouts can cause missing or incorrect values.
Paste existing records
Copy rows from a spreadsheet into the text field and choose Read pasted table. For organized notes with a date, description and amount on each line, choose Read transaction lines.
If the layout needs interpretation, expand Optional AI assistance. AI is a separate choice and requires your consent before sending the selected source for processing.
Related guides
Import your transaction history
Bring in spreadsheets, screenshots or pasted text without a required template.
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.