Help center · The Vault
How to import a bank statement
CSV, PDF or screenshot — we process it with AI.
To import transactions into an account:
- In The Vault, open the account detail and tap "Import".
- Pick files. Per import we accept: 1 statement PDF and/or 1 CSV exported from the bank and/or up to 10 screenshots of homebanking or wallet apps.
- Each file is assigned to the matching account (you can mix accounts in the same import).
- AI detects dates, descriptions, amounts and type (income/expense). If anything is unclear it asks you before moving on.
- You land on the Review screen: confirm categories, discard duplicates (against Vault and against Kitchen separately) and edit what you need before confirming.
Once confirmed, transactions are linked to the account and to the original statement line (so you can trace them back).
AI usage: each processed file spends Vault AI actions (a Premium feature). If you run out during a multi-file import the flow pauses and you can add an extra pack to continue.