CSV & PDF Import

Sproute can import transactions from CSV files and PDF bank statements from any bank. Here's how both methods work.

Supported methods

CSV PDF

CSV Import

Most banks let you download transaction history as a CSV (comma-separated values) file. This is the most reliable import method.

  1. 1 Log in to your bank's website and find the Download or Export option in the transaction history section
  2. 2 Choose CSV format (preferred over QFX, OFX, or QBO)
  3. 3 In Sproute, click Import Transactions > CSV and select the file
  4. 4 Sproute auto-detects the CSV format. Review the parsed transactions and confirm.

PDF Statement Import

If your bank doesn't offer CSV export, you can import directly from a PDF bank statement. Sproute parses the PDF locally — no data is sent anywhere.

  1. 1 Download your bank statement as a PDF from your bank's website
  2. 2 In Sproute, click Import Transactions > PDF
  3. 3 Select the PDF file — Sproute will extract transaction data automatically
  4. 4 Review the extracted transactions and confirm the import

Tips

  • CSV is always preferred over PDF when available — it's more reliable and accurate
  • Sproute auto-detects CSV column formats from most major banks
  • For password-protected PDFs, you may need to enter the password when prompted
  • PDF parsing works best with digitally-generated statements (not scanned paper)
  • All parsing happens locally on your machine — no data is uploaded