Migrate bank statements to Automo
Drop a bank statement CSV or PDF. Automo reads dates, descriptions and amounts on your device. After sign-up the file opens in Finance banking so you can import it.
What moves across
- A bank statement you export as CSV, with date, description and amount (or debit and credit) columns
- A PDF statement whose lines include a date and an amount this reader can pick up
- The transaction list the preview shows before you create an account
- Those lines, imported into Finance banking after sign-up
What does not
- Live bank feeds. Connect a feed from Finance after you have an account
- Files this reader cannot parse as CSV or PDF statement lines
- Account settings, cards and anything not in the file you dropped
Export from bank statements
- In your bank or accounting app export the statement as CSV, or save the PDF statement
- Drop that file on this page. It is read on your device. Nothing is uploaded yet
- Create a free Automo account. The file opens in Finance banking so you can import it
Questions about moving from bank statements
Which files can I drop?
A bank statement CSV, or a PDF statement whose lines include a date and an amount. Other formats are not this page.
Is the file uploaded?
Not before you create an account. Transactions are read in your browser.
Does this connect my bank?
No. This page reads a file you already have. Connect a live bank feed from Finance after sign-up.
Where does it land after sign-up?
In Finance banking, as a statement import. If Finance is not on your workspace, you will be asked to turn it on.
