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Tips, guides, and updates
Evergreen money workflows first, with regional bank and import guides where they are useful.
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bank-statementscsv-importpdf
Convert a Bank Statement PDF to Excel or CSV
Convert a bank statement PDF to Excel or CSV safely by using verified exports first, checking table extraction, cleaning columns, and reviewing imported rows.
June 20, 20263 min readRead more
csv-importcategorizationbank-statements
Why Your CSV Import Has Wrong Categories and How to Fix It
CSV imports get wrong categories when descriptions are messy, transfers are not marked, merchants are ambiguous, or rules are too broad. Here is the cleanup workflow.
June 20, 20263 min readRead more
csv-importbank-statementstutorial
CSV Bank Statement Import: Clean Data in 5 Minutes
Import transactions from CSV reliably by fixing date, amount, and description columns before upload.
April 25, 20261 min readRead more