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Import bank statements (PDF/CSV) for unsupported institutions

Feature Requests

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1 vote

Import bank statements (PDF/CSV) for unsupported institutions

Allow users to upload bank statements in PDF or CSV format to manually bring in transaction history for financial institutions that are not supported through automatic bank connections.

This would be especially useful for users with accounts at smaller or regional banks, Canadian institutions, or credit cards that are not available through our current connection providers. Rather than losing visibility into those accounts, users could periodically download their statement from their bank’s website and upload it directly into Piere to keep their transaction history complete.

Ideally, this feature would support common formats (CSV, OFX, QFX, PDF) and map imported transactions to an existing manual account in the app.

Yuval Shuminer shared this idea

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