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.
- CAMT.053 (XML) — The ISO 20022 bank statement format, exported by many European banks.
- PDF — Bank statement PDFs can be parsed, though structured formats (CSV and CAMT.053 XML) produce more reliable results.
How to import
- Select the target bank account — Choose which account these transactions belong to.
- Upload the statement file.
- Financica parses the file and shows a preview of the transactions to be imported.
- 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.