Standing Ledger

Import Transactions

Upload a bank statement or CSV export and let AI categorize your transactions

Download Template

Drop a file here, or click to browse

CSV exports, PDF statements, Excel templates, or images

CSVChase, BoA, Citi…
PDFBank statements
XLSXFamily Ledger template
IMGReceipt or screenshot

PDF must be text-based (not a scanned image). CSV needs date, description, and amount columns.

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