Import Bank Statements Without Manual Entry

Typing transactions from a bank statement into a spreadsheet is one of the most tedious parts of bookkeeping. BuKeep's Statement Import feature eliminates this entirely.

Two Ways to Import

CSV Import (Free) — Most banks let you download statements as CSV files. Upload the CSV to BuKeep and it parses every row automatically. Dates, merchants, amounts — all extracted with zero AI cost. This is the fastest and cheapest way to get statement data into BuKeep.

PDF Import (AI-Powered) — Have a PDF statement? BuKeep's AI reads the document and extracts every transaction, even from complex multi-column layouts. The AI identifies charges vs. payments and skips non-transaction content like headers and summaries.

How It Works

Navigate to Statements in the sidebar, drop your file, select the account it belongs to, and click Import. BuKeep creates individual transaction records for each line item, all linked to the account you selected. You can reassign individual transactions to different accounts afterward if needed.

Smart Handling

Statement imports are designed for expense tracking. Credits and payments on credit card statements (like balance payments) are automatically filtered out — they're not real income. Real income should be recorded through the Income page, where you have full control over source, amount, and categorization.

Cost Control

CSV imports are completely free — no AI processing needed. PDF imports use AI and the cost is tracked transparently. You can see exactly how many tokens were used and what each document cost to process, right on the document detail page.