Import transactions

Review PDF, spreadsheet, CSV, OFX, or QFX bank documents

Best for statements with multiple accounts or loan details.

Upload several bank statements (OFX) at once.

Best for getting started — bring all your accounts and cards in one go.

Scan or upload a Panama DGI invoice QR.

Best for printed receipts and electronic invoices with a CUFE code.

Forward invoice emails to your dedicated inbox address.

Best for receipts that arrive in your email.

Map columns from a spreadsheet or bank export.

Best for batch importing from your accounting tool.

Import directly from your bank's OFX statement.

Best when you can download an OFX from online banking.

Type the transaction details by hand.

Best for a single one-off transaction.