Bank statement imports

If your bank does not support automatic syncing, or if you need to import historical transactions, you can upload bank statements manually.

Accessing bank statement imports

Navigate to Data Sources > Bank Statements in the sidebar.

Supported formats

Financica can parse the following bank statement formats:

• CSV — Comma-separated values. Most banks offer CSV exports from their online banking portals.
• OFX — Open Financial Exchange format, supported by many accounting tools.
• MT940 — A SWIFT standard used by many European banks for electronic statements.
• PDF — Bank statement PDFs can be parsed, though structured formats (CSV, OFX, MT940) produce more reliable results.

How to import

1. Select the target bank account — Choose which account these transactions belong to.
2. Upload the statement file.
3. Financica parses the file and shows a preview of the transactions to be imported.
4. Review and confirm the import.

Deduplication

When importing a statement, Financica checks for existing transactions to avoid duplicates. It matches based on:

• Transaction date
• Amount
• Reference numbers

If a transaction already exists (e.g., from automatic syncing), it will be skipped.

Import history

The bank statements page shows a log of all previous imports, including:

• When each import occurred.
• Which file was uploaded.
• How many transactions were imported.
• Any errors or skipped entries.

Best practices

• Import chronologically — Start with the oldest statements and work forward to maintain a clean timeline.
• One account per file — Ensure each statement file contains transactions for only one bank account.
• Verify after import — Check a few transactions against your original bank statement to confirm accuracy.
• Use automatic syncing when possible — Manual imports are a fallback. Automatic connections are more reliable for ongoing bookkeeping.