Walk through Budget Buddy's statement matcher from start to finish. This guide explains how to welcome users into
the workspace, highlight every control, and surface the safeguards that keep imports tidy.
Hint
Pair this guide with sample CSV files and a short explainer video. Readers can follow along and see the
matching engine resolve transactions in real time.
Warning
Redact live account numbers and personal identifiers in every screenshot. The workspace often displays bank
balances, so keep the redaction layer handy when you update assets.
Quick reference flow
Budget Buddy's import journey follows a predictable rhythm. Use this outline as the at-a-glance summary at the
top of your final article.
Switch on the Bank Import feature and stage the latest CSV export from your bank.
Open the Import Bank Statement workspace and confirm the cached context for your account.
Load fresh data or reuse stored lines, then fine-tune the filters, time zone, and matching mode.
Review matches, approve additions, and sweep away residual cache items for a clean finish.
1. What Bank Import does
Bank Import pulls statement downloads into Budget Buddy so you can compare bank activity with the records you
already track. It currently recognises CSV exports from:
MBank Company
MonoBank
Revolut
Santander
Alpha Belarus
Treat this section as the capability pitch. Mention that the workspace merges the imported lines with cached
history and lines everything up for reconciliation.
2. Prepare your app
The import tool is optional and launches disabled. Walk readers through the toggles and prerequisites before they
ever visit the workspace.
Go to Settings → Features and switch on Bank Import.
After activation, two new menu items appear: Import Bank Statement and
Banks Statement Cache.
Download a detailed statement from your bank in the spreadsheet format you plan to upload. The
Select CSV File button expects that file type.
Confirm that every currency in the statement already exists under Settings → Manage Currencies.
Warning
Imports pause the moment an unknown currency appears. Capture a screenshot of the blocking banner and remind
readers how to add the missing code before restarting the import.
3. Open the Bank Import workspace
Direct teams to Settings → Import Bank Statement. The workspace presents six numbered panels that
guide the workflow from account selection through matching.
Note the clean-room behaviour: every visit clears old scroll positions and fetches the cached summary for the
chosen account so reviewers always start fresh.
4. Follow the on-screen steps
Select account
Choose the account whose statement you are reconciling. The workspace wipes prior results, resets scrolling, and
requests the stored summary for that account.
Optional currency filter
If an account spans multiple currencies, pick the one you want to view. Swapping currencies refreshes the cached
summary instantly so you see only relevant lines.
Add your statement file
Use Select CSV File to browse for the export. The importer inspects the first rows to guess the correct
bank badge; if the guess misses, tap the right badge manually.
Hint
Showcase the badge picker in motion. A quick animation or screenshot carousel helps readers recognise the
icons for each supported bank.
Review cached data
After a bank is chosen, the Cached Data Summary panel appears. Document how it lists the number of
stored lines plus the earliest and latest dates available. When no cache exists, point out the reminder that
encourages a fresh upload.
Set the bank's time zone
Explain the Bank Statement Timezone Offset control. This adjustment feeds straight into the matching
engine so timestamps align before comparison.
Limit the dates (optional)
Show how reviewers can focus on a range by picking start and end dates. The filter narrows both the imported lines
and the app records.
Decide on time matching
The Enable Time Matching toggle compares timestamps down to the minute. Leave it off for amount + date
matching only, or turn it on to flag subtle timing gaps.
Primary action
Import from File Match
Appears when a new CSV file is staged. Runs the import and matching passes together.
Primary action
Match from Cache
Activates when cached lines exist and no file is attached. Useful for quick re-reviews.
Primary action
Import Match Transactions
Fallback label when both file and cache are viable. Requires a chosen account and bank.
Document that the action button stays disabled until the account, bank, and source (file or cache) are ready.
Also mention the Delete Cached for Selected Bank option, which clears stored lines for the chosen
account and refreshes the summary automatically.
5. What happens during import
Outline the behind-the-scenes logic so readers appreciate the guardrails.
Cached lines load before new files so history compounds rather than restarting from zero.
Fresh rows are validated, filtered by the currency selection, and merged only when they are not duplicates of
existing entries.
Duplicates—same date, description, amount, and currency—are skipped automatically, making repeated uploads safe.
Any line the parser cannot interpret appears in an Import Issues pop-up with sample descriptions.
When a new currency appears, the flow pauses with a message that points straight back to
Settings → Manage Currencies.
Hint
Include a schematic that shows timestamps being adjusted by the offset before matching. It reassures readers
that the system handles time-zone drift gracefully.
6. Reading the results
After matching finishes, a summary card reports how many groups matched automatically, how many bank lines remain
unmatched, how many app entries still need review, and how many time differences were found when time matching is
enabled.
Day-by-day views
Purple bank cards
Represent imported lines waiting for review. Tapping opens a prefilled transaction form—saving adds it to your
ledger and refreshes the import lists.
Day-by-day views
Orange app cards
Show existing records without a match. Readers can edit single entries or long-press to select, delete, or
merge them.
Optional mode
Grey time mismatch cards
Appear only when time matching is on. Fix Time copies the bank timestamp into the app record and clears the
discrepancy.
Clarify that the day list only includes dates with outstanding work and that more days load automatically as users
scroll.
Hint
Mention the automatic memory for how similar bank descriptions were handled. It pre-fills accounts and notes
on future imports, cutting repetition for bookkeepers.
7. Stored statement care
Readers should know how caching speeds up repeated sessions and where to manage the stored lines outside the import
screen.
Speeding up future runs
The Cached Data Summary callout displays the total stored lines and the date span they cover. It's
the cue for whether a new download is necessary.
When data already exists, the main action swaps to Match from Cache so teams can reconcile without another
upload.
Approved transactions remember their categories and notes, accelerating repeat descriptions.
Managing stored statements
Head to Settings → Banks Statement Cache to review, export, or delete cached lines grouped by bank,
account, and currency.
Use the share icon to generate a new export (the app names the file with the current date and opens the system
share sheet).
Tap the bin icon to clear a set after confirming the deletion dialog—the screen refreshes to show the updated
list.
8. Troubleshooting
Close the guide with a focused checklist for common hiccups.
If no bank badge lights up after selecting a file, pick the correct badge manually to refresh the cached summary.
When no lines appear post-import, double-check the date range and currency filters—they gate both bank and app
records.
Import Issues pop-ups list the first problematic rows. Reopen the CSV to confirm the columns and
formatting.
Currency not configured means a code is missing—add it under Settings → Manage Currencies and
restart the import.
Warning
Encourage readers to clear cached data only after exporting anything auditors might need. Cache deletions are
permanent.
Wrap up by reminding teams that consistent use of the workspace keeps bank statements and ledger records in sync
while building a historical archive they can trust.