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Transaction uploads

Islandsun42Islandsun42 Member Posts: 1
My bank only allows the ability to download statements by PDF only. How can I upload the statement to show my account transactions?
in Bank Connections

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @Islandsun42

    This is unfortunate as I do feel most banks should always offer both, excel sheet/CSV download and a PDF. I know that some of our users were able to use our Google sheet integration WAVE CONNECT to upload their transactions. When you populate your transactions upload sheet, you should be able to copy and paste those transactions into the spreadsheet. Check out Wave connect and if you have any questions, don't hesitate to reach back out!

  • muhmohsinrazamuhmohsinraza Member Posts: 1

    hi, You can send me your PDF bank statements if finding any difficulty to convert them into CSV, i will convert them for you so you can upload them easily there, IF finding any difficulty in uploading i shall upload them for you as well after their conversion into CSV.

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