Importing statements (CSV/Paste/PDF)

You can import bank statements into Rorun in three ways:

1. Export your bank statement as CSV from your bank's portal

2. Go to Transactions → Import

3. Select "Upload CSV"

4. Choose your CSV file

5. Review and confirm the imported transactions

1. Copy transaction data from your bank statement (text format)

2. Go to Transactions → Import

3. Select "Paste statement"

4. Paste your data

5. Review and confirm the imported transactions

1. Download your bank statement as PDF

2. Go to Transactions → Import

3. Select "Upload PDF"

4. Choose your PDF file

5. Rorun will extract transactions (this may take a moment)

6. Review and confirm the imported transactions

**Review issues**: Check the Review page for any issues with imported transactions
**Categorize**: Transactions will be auto-categorized, but you can adjust categories manually
**Fix duplicates**: If you import the same statement twice, duplicates will be flagged

**Format matters**: CSV files should have columns for date, description, amount, and type (credit/debit)
**Check dates**: Make sure transaction dates are correct after import
**Review carefully**: Always review imported transactions before confirming

**Q: My CSV import failed**

A: Check that your CSV has the required columns (date, description, amount). Try exporting from your bank again.

**Q: PDF extraction didn't work**

A: Some PDF formats aren't supported. Try exporting as CSV instead.

**Q: I see duplicate transactions**

A: Rorun detects duplicates. You can dismiss duplicate flags if they're legitimate separate transactions.

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