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These are the column headers found in your file. Tell the app which one is which.
| Date | Description | Amount |
|---|
This is a best-effort reading of the statement. Check each row, fix anything wrong, delete anything that isn't a real transaction, and add a row for anything missed, before importing.
| Date | Description | Amount |
|---|
| Date | Description | Amount | Category |
|---|
Scans your transaction history for charges that repeat on a regular schedule -- subscriptions, memberships, bills, or anything else that happens over and over. The amount doesn't need to stay the same (a utility bill won't), so review the list and only save what you actually want tracked.
Review each one below. Uncheck anything that isn't really recurring, fix the frequency or amount if needed, then save the rest.
| Description | Frequency | Amount | Range seen | Seen | Next expected |
|---|
| Description | Frequency | Amount | Next expected | Status |
|---|
| Category | Kind | Target amount |
|---|
| Category | Target | Actual | Remaining |
|---|