Import transactions
Pick how you want to bring transactions in. Each method opens its own focused wizard — you can come back here to switch any time.
- Bulk import
Upload several bank statements (OFX) at once.
Best for getting started — bring all your accounts and cards in one go.
- QR / CUFE import
Scan or upload a Panama DGI invoice QR.
Best for printed receipts and electronic invoices with a CUFE code.
- AI receipt / invoice
Upload an image or PDF and let AI extract the details.
Best for photos of receipts and bills without a usable QR.
- Email receipts
Forward invoice emails to your dedicated inbox address.
Best for receipts that arrive in your email.
- CSV import
Map columns from a spreadsheet or bank export.
Best for batch importing from your accounting tool.
- OFX import
Import directly from your bank's OFX statement.
Best when you can download an OFX from online banking.
- Manual entry
Type the transaction details by hand.
Best for a single one-off transaction.
Tip: Need to fix something that already arrived? Head over to Needs review for incomplete transactions, or use Categorize to approve AI suggestions.