Fast import flow
Upload your statement and let Tika parse transactions in seconds.
Statement Import
From PDF and CSV to clean transactions
CSV import works globally. Verified PDF parsers cover selected banks. A review gateway protects your records before any data is finalized.
To import a bank statement into Tika, export a CSV (or use a verified PDF parser for a supported bank), upload it, review duplicates and field mapping, then confirm. Approved rows become account records and can be categorized into spending reports. CSV import works for any bank worldwide; Tika never stores your bank login credentials.
Validation first
Review suggestions, duplicates, and corrections before finalizing records.
Save hours monthly
Replace manual copy-paste with a reusable process that scales with your data.
How it works
- 1
Export CSV from your bank
Most banks worldwide offer a CSV or Excel export from internet banking. Download the statement for the period you need.
- 2
Upload to Tika
Drop the file into the import flow. Tika reads common column formats and asks you to confirm field mapping if anything is ambiguous.
- 3
Check for duplicates
Tika flags any transaction that looks like a duplicate of something already in your account, so you review before accepting.
- 4
Confirm and finalize
Approved rows become permanent account records. Nothing is written until you confirm the import.
- 5
Categorize the new records
Once imported, run categorization suggestions across the new transactions to get spending data into your reports and budgets.
Verified PDF parsers
These bank and account-type combinations have tested, regression-verified PDF parsers — transactions are extracted automatically. CSV import works globally: any bank that offers a statement export is supported without a verified parser.
Emirates NBD
Current Account · AED
Emirates NBD
Credit Card · AED
RAKBank
Current Account · AED
RAKBank
Credit Card · AED
Meezan Bank
Current Account · PKR
Standard Chartered
Current / Savings · PKR
Don't see your bank? Use CSV export, or request a parser from the import screen inside the app.
Related guides
Learn the workflow before turning it into a repeatable system.
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