Import a bank statement

Bring your bank activity in from a statement file:

1. Go to Ledger › Banking › Statements.
2. Optionally set the currency (it defaults to Auto-detect Currency).
3. Click Upload Statement and pick a PDF, CSV, OFX, or QFX file: you can select several at once.

A PDF is read in the background: the row shows Processing, then flips to completed once Talisk has pulled out the transactions and checked them against the statement's own balances. CSV and OFX files import right away.

Extracted transactions land on the Transactions tab ready to categorize and match. Each statement row lets you rename its account, Move it to another account, open it to fix any rows that don't tie, or delete it.

If the statement's currency isn't your book's, its transactions still import, but Talisk doesn't create a bank account for them: those lines would post at face value with no conversion. A health card on your dashboard lists them so they aren't missed. If the currency was detected wrongly, correct it on the statement and the account is created as usual.