Import expenses from a bank statement
Upload a CSV or PDF export from your bank to bulk-create expense records. No manual entry needed.
Export from your bank first
Log into your internet banking and export a statement for the period you want to import. PayWren supports:
CSV: ANZ, BNZ, ASB, Westpac, Kiwibank
PDF: credit card and bank account statements from major NZ banks
Download the file to your device before continuing.
Open the import tool
Press ⌘K (Mac) or Ctrl+K (Windows) to open the Command Palette, then select Import bank statement. Alternatively, go to Expenses → Import.
Upload your file
Drag and drop the statement file, or click to browse. You can select multiple files at once, useful if you're importing several months in one go. PayWren detects the bank format automatically and parses the transactions.
Review and import
PayWren shows a preview of parsed rows: date, description, and amount. Duplicate transactions (already in PayWren) are flagged and skipped automatically. Review the list, then click Import to create expense records for all the new rows.