Finances Pillar — Statement Upload

UPLOAD YOUR STATEMENT

Drop your bank statement and we'll auto-categorize every transaction into your envelopes.

How to get your statement:
  1. Log into your bank's website (not the app)
  2. Go to statements or transaction history
  3. Download as CSV (preferred) or PDF for last month
  4. Upload it here

CHOOSE FILE

CSV works best. PDF supported but may take longer.

Reading your statement...
This may take 10-30 seconds for PDFs.

IMPORT COMPLETE

0

transactions imported and categorized.

Return to the ProActivators app to review and confirm your imported transactions.

proactivatorsclub.com