PennyweightPennyweight

Tag

Import

  • Import a PDF or screenshot statementGive your AI a PDF statement or a screenshot of your banking app. It reads the transactions and adds them to an account after you approve a preview.
  • Import a CSV exportTurn a CSV from your bank or another app into transactions in one account. Your AI reads the file, shows a preview, and saves on your yes.
  • Import a statement from your phoneSend your AI a photo, screenshot or PDF of a statement from your phone. It reads the transactions and adds them to an account after you approve a preview.
  • Undo an importRemove every transaction from an import that went wrong. Your AI previews the batch first, and removed transactions can be restored for 30 days.
  • A monthly routine for statement-only accountsOnce a month, hand your AI the statement for an account Pennyweight can't link. It adds what's new, skips what's already there, and you check the balance.
  • Add older history to a linked bank accountBring years of statements into a bank account you already linked, without counting the same transaction twice, then line it up with your bank's balance.
  • Import years of history across many accountsHave your AI plan a large import across several accounts first, then bring each account in batch by batch, with a preview before anything is saved.
  • Why your AI shows a preview before savingBulk edits, rule runs, imports, backup restores and feedback reports are previewed first. Here's how the preview and the 15-minute confirmation work.
  • Reading an import preview: new, duplicate, ambiguousBefore an import saves anything, Pennyweight sorts every row into new, duplicate or ambiguous. Here's what each label means and what happens to it.
  • Import error messages and how to fix themWhat each import error or warning means, from date and amount errors to a missing opening balance or an expired confirmation, and how to fix it.
  • CSV import says dates must be YYYY-MM-DDWhy a CSV upload is blocked when its dates aren't YYYY-MM-DD, and the two fixes. Name the file's date order, or let your AI convert the dates.
  • Balance looks wrong after an importAn account's balance doubled, moved the wrong way or is off by a fixed amount after an import. Here are the usual causes and how your AI fixes each one.
  • Moving to Pennyweight: how importing worksBring your history over from another app, a spreadsheet or a bank file. How importing works, where to start, and what does and doesn't move.
  • Import OFX, QFX or QBO filesBring a bank's OFX, QFX or QBO download into Pennyweight. Your AI reads the file, shows a preview and imports it into the account you name.
  • Import QIF filesBring a QIF file from Quicken or your bank into Pennyweight. Your AI reads the file, shows a preview and imports the rows into one account.
  • Import MT940 or camt.053 business statementsBring an MT940 or camt.053 bank statement into Pennyweight. Your AI reads the file, uses its opening balance and checks the closing balance.
  • CSV format referenceThe headers, amount layouts, date orders, separators and encodings Pennyweight's direct CSV upload understands, and the columns it ignores.