Guide: importing bank statements
Rather than capturing every purchase, upload the statement and check what Conquish found.
Open MoneyUploading
From Money, choose to import a statement and select the PDF or file your bank gives you. Conquish reads the transactions out of it — date, description and amount.
Reviewing
- Each transaction is suggested with a category you can change.
- Anything that looks like something already captured is flagged rather than duplicated.
- Entries you do not want counted can be excluded instead of deleted.
Afterwards
Once confirmed, the entries count against your category limits for the cycle, and repeat debit orders can be turned into scheduled expenses so next month is already accounted for.