Instant Receipts

How to Import Bank Statements

10/11/2026
Reading time 1 minute
beginner
Importing your bank statement to an instant receipt is way too simple. Here we will learn how to import bank statements from PDF files into Instant Receipts. Our system automatically extracts transaction data from your bank statements. For importing the bank statement, you need a pdf file of your bank statement. If you are on a paid plan, you can also connect your bank from the Connected Accounts tab instead of uploading PDFs. If the pdf has multiple pages, make sure there is a separate statement or a single section of each statement on one page.

Outcome

  • Upload PDF files and extract transactions automatically
  • Capture all transaction details without manual entry.
  • No more manual data entry from bank statements.

Steps

1

Navigate to Bank Statements

You can start by navigating to your instant receipt dashboard. On dashboard you will see a sidebar. Find the Banking option there and click on it. Stay on the PDF Statements tab.

Navigate to Bank Statements
2

Add Statement

After clicking on the bank statement, a new panel will appear. On the top right side, you will find a button to "Add Statement". Click on it to import the statement.

Add Statement
3

Select Your PDF File

After clicking on the "Add Statement", a new panel will appear where you can upload the pdf files that contain your back statements.

Select Your PDF File
4

Review Extracted Data

After uploading click on the "Process statement" and your data will be extracted. A preview will appear where you can cross-check the data extracted from your bank statement. After previewing, you can save it.

Review Extracted Data

Need more details?

See How to Export Bank Statements for the complete workflow and all available options.