How do I import a bank statement or data from another app?

What it reads

CSV, Excel, PDF statements, OFX, QIF, MT940, CAMT.053, Word, email, WhatsApp chat exports and SMS Backup & Restore files, and exports from Wallet by BudgetBakers, YNAB, Monarch Money, Money Lover, Spendee, Toshl and Mint. Spreadsheets and bank files import without AI; other files are read with AI, which needs a connection and your consent.

Detect, review, import

1. 1 Tap Import and pick a file.
2. 2 Pockito detects the format. Nothing leaves your phone at this step.
3. 3 Review: check how each account and category maps, create new ones if you need, and exclude any rows you don't want. Rows that look like something you already have are skipped by default.
4. 4 Tap the import button. Pockito saves the rows and tells you if any were missing a date or an amount.

After an import

Import history

Every import you run from here will appear in this list. You can undo an import within 30 days.

Import rules

Rules created as you confirm imports, so the next file maps itself.

Questions

Read next

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