Imports & AI
Give optional AI useful context
Clarify dates, currencies and transaction conventions before extraction.
Choose AI when it helps
In Imports, expand Optional AI assistance. It can suggest transaction rows from a screenshot or pasted text. Add context, review the processing disclosure, then consent and choose Extract with AI.
Example context: Dates are day/month/year. The statement is from 2026. Amounts are in USD. Debits are expenses.
What instructions can do
Context can clarify date order, a missing year, currency, or income and expense conventions. It applies to this extraction only. It is not saved as a permanent preference or used to retrain the model. It cannot override actual source values or extraction safeguards.
Extraction supports up to 500 transactions per request, 50,000 characters of pasted text and 4,000 characters of context. Each user can make up to 10 extraction attempts per hour.
Review every proposal
Your selected source and context are processed by Cloudflare Workers AI after consent. This processing is not end-to-end encrypted. Manual entry and standard imports remain available without AI.
AI can misread or omit entries. Compare dates, amounts, currency and direction against your source. Extraction alone does not save financial records or archive the original file.
Related guides
Import 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.
Review duplicates and undo an import
Resolve possible duplicates before saving and understand when undo is available.