Upload CC transactions from statement?

Is there a way to upload credit card transactions from an e-statement?

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  • Hey  Navy Blue Song , Great question! If you're e-statement is a PDF, then that's not possible. But we do have File Based Importing which supports file formats like QFX, QIF, OFX, and CSV. Check out that help article and it should give you an idea of how to import transactions via a downloaded file from your banking institution! 

    Let me know if you have any questions as you get going!

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