2026-01-15

How to import your bank statement (CSV & Excel)

Step-by-step: export a statement from any bank and import it into SpendBeacon. Free covers major formats; Premium AI maps unusual layouts and auto-categorizes.

Export your statement

Log in to your bank and export transactions as CSV or Excel for the period you want. Most banks offer this under Transactions or History.

Upload to SpendBeacon

Open the import wizard, drop your file, and preview the detected transactions. We auto-detect columns for major banks on every plan.

Unusual layout? Premium AI import

If free rules can't recognize the columns, Premium AI maps your file using a small sample of rows — then applies the mapping locally and auto-categorizes after import.

Review and confirm

Check the preview, fix any categories, and confirm. Duplicates are skipped automatically.