How-to · Import your statements

How do I import my first bank statement?

· 1 min

Upload a statement as a PDF or screenshot. Spentio reads the transactions, and you review them before they're saved.

Steps

  1. Open Magic Import and add your file.

    On the web: Drop your PDF or screenshot on the Add a statement card, or click Choose a file.

    On iPhone: Tap Choose a file, then pick a screenshot from Photos or a PDF from Browse Files.

    The Magic Import screen on iPhone: the Add a statement card with its Choose a file button.
  2. Start reading it.

    On the web: Choose Read statement for a PDF. For a screenshot, choose its account and year, then Read screenshot.

    On iPhone: Tap Read statement for a PDF. For a screenshot, choose its account and year, then Read screenshot.

  3. Review the transactions. Choose Review to answer any questions, or fix a transaction.

  4. Choose Import to save them.

Questions

My statement is a photo, not a PDF.
Upload it the same way. Photos and screenshots work like PDFs.
Is anything saved before I import?
No. Nothing is saved until you choose Import.
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