Boney
Expenses

Import expenses from a bank statement

Turn a statement's debits into expenses, after reviewing them one by one.

Import reads a bank statement and offers its debits as expenses, already filed in a budget and a category when Boney can guess them. Nothing is created before you confirm.

Importing a statement

  1. In the Activity tab, on the Expenses side, tap the import button at the top of the screen, to the right of +.
  2. Tap Choose a file and select the CSV statement exported from your bank.
  3. Wait while the statement is read.
  4. Review each transaction: its description, date, amount, budget and category. Untick the ones you do not want to import.
  5. Tap a transaction to correct it in the Edit expense window.
  6. Tap the create button, for example Create 4 expenses ($59.89): it shows the number and the total of the ticked transactions.
Expense import window without a subscription: Choose a file, then Choose a photo and Take a photo marked with a crown, with the note CSV files up to 500 KBExpense import window without a subscription: Choose a file, then Choose a photo and Take a photo marked with a crown, with the note CSV files up to 500 KB
Import review: the reminder that only debit transactions are proposed, 4 expenses selected for $59.89, then the ticked transactions with their date, amount, budget and categoryImport review: the reminder that only debit transactions are proposed, 4 expenses selected for $59.89, then the ticked transactions with their date, amount, budget and category

Possible duplicates

When a transaction looks like an expense you already entered, for example same date, same amount and same merchant, it is flagged Possible duplicate and left unticked. Tick it only if it really is another expense.

Unticked Gas station transaction flagged Possible duplicate because it looks like an existing expense with the same date, amount and merchant; below it, Riverside Books ticked in Leisure, UncategorisedUnticked Gas station transaction flagged Possible duplicate because it looks like an existing expense with the same date, amount and merchant; below it, Riverside Books ticked in Leisure, Uncategorised

Good to know

  • Only debits become expenses: credits on the statement are ignored.
  • Without a subscription, only CSV is accepted, up to 500 KB. With the Premium offer, you can also import a PDF or an image of the statement, or Take a photo.
  • To put every transaction in the same budget, start the import from that budget: the … button at the top of the budget, then Import expenses.
  • A ticked transaction flagged Budget to choose blocks creation until you give it a budget.
  • The number of imports is limited: the screen shows how many you have left today.
  • If some expenses could not be created, they stay ticked so you can try again.
  • Import needs an internet connection.
  • For a store receipt, see how to scan a receipt.

Scan a store receipt

Photograph a receipt and get one expense per category, to review before saving.

Record an income

Add a salary or any other money coming in, so Boney can work out what you have left.

On this page

Importing a statementPossible duplicatesGood to know