{% extends 'base.html' %} {% block title %}Import Bank Statement{% endblock %} {% block page_title %}Import Bank Statement{% endblock %} {% block extra_css %} {% endblock %} {% block content %}
{# ── LEFT COLUMN: upload form + supported formats ── #}
Upload Statement
{# File input lives outside the drop zone so it never overlaps other controls #} {# Drop zone — clicking it programmatically triggers the hidden file input #}
Drag & drop or click to browse
CSV, OFX, QFX, PDF
All transactions will be linked to this account.
{# Supported formats #}
Supported Formats
PDF OFX / QFX Chase Bank of America Citi Capital One Discover USAA Wells Fargo Amex Generic CSV
PDF — Text is extracted from digital statements and parsed by the AI (Groq). Works with any bank's PDF. Scanned/image PDFs are not supported.
OFX/QFX is the most reliable structured format — download it from your bank's website.
For CSV, the file must have at least a date, description, and amount (or separate debit/credit) column. If the format isn't recognised, you'll be asked to map columns manually.
{# ── RIGHT COLUMN: results ── #}
{# Step: column mapping #}
Column Mapping Required

The CSV format wasn't recognised automatically. Please select which column contains each field.

{# Step: preview #}
{# Parse errors (non-fatal) #}
Warnings — these rows were skipped:
Date Description Type Amount Category
{# Step: done #}

View Transactions
{# Placeholder when nothing parsed yet #}
Upload a bank statement to get started.
{% endblock %} {% block extra_js %} {% endblock %}