Import a statement

Live demo

Skip the manual entry when you want to. Bring in a statement, review what came in, and TakeBack files it by category.

Drop a CSV today, with PDF and OFX/QFX statements on the way.
Every line item is reviewable before it lands, so the numbers stay yours.
No bank login, ever. Private by architecture means you hand over a file, not your credentials.

This part of TakeBack writes to your workspace, so it is read-only in the demo. Sign in to use it with your own numbers.