Import data

Upload a statement from a file or connect a bank for automatic synchronisation

Step 1. Choose an account and upload the file

Account

Drag the statement file or click to select

Monobank, PrivatBank, UkrGasBank, Raiffeisen Bank, Oschadbank, BISBANK, KredoBank, Alior Bank (CSV / XLS / XLSX / PDF) · up to 20 MB

No statement of your own at hand?

Download an example - you will see the full import flow without having to export a file from the bank.

Monobank CSV PrivatBank XLSX

What is statement import?

Instead of typing in every bank operation by hand, you upload a statement from the bank - and the operations from it land in your list. It is the fastest way to bring your real data here.

In plain words:

The bank already knows all your expenses and income - you add a statement, and they get sorted into categories and linked to your account. Manual entry is minimal, just check and confirm.

Three ways to get data from the bank:

Statement file - the universal way. You export the statement at the bank and upload it here: Monobank, PrivatBank, UkrGasBank, Raiffeisen Bank, Oschadbank, BISBANK, KredoBank and the Polish Alior Bank are supported.
Monobank API - for continuous use. Connect a token once - then operations are pulled automatically without files.
PrivatBank API - the same for PrivatBank business accounts (sole traders and companies). The “AutoClient” service token is created in Privat24 for Business.

Moving from another bookkeeping app - the “From FinMap” tab: your history moves together with accounts and categories.

Tip:

Review the list before importing: this is the easiest place to fix a category or mark a transfer between your own accounts. If an import turned out wrong, you can undo it on the “Activity history” page (the “Import history” tab).

Help