A statement won’t read

1. Try a CSV download from your bank. It is the most reliable and works on every plan.
2. For a PDF, use the original from your bank, not a scan or a screenshot. Remove any password on the file.
3. For a photo, lay the page flat in good light, fill the frame, and take one page at a time.
4. Check your plan: PDF and photo statements need Pro or Business (or your free trial).
5. If the balance check does not match, look for a missed or misread line and fix it before importing.

Still failing? Email us the bank name and the error. Please do not send the statement unless we ask.