Import a bank statement
longbook can read a bank or card statement and turn its lines into charges, so you don't type them in.
How to import
- On iPhone, open Settings, then Import a statement. It is also on the Reports screen.
- Tap Securely Upload Statement and choose up to five files at once: PDF, CSV, plain text or Excel, scanned PDFs included.
- If a PDF is locked, enter its password. The password stays on your device.
- Review every line: fix a name, a category or a person, or untick a line. Transfers between your own accounts and card bill payments start unticked, and lines an earlier statement already recorded are left out.
- Add them. What is recorded shows in Proposals, to keep or undo.
Payments that repeat are offered as commitments, and the people a statement pays are offered as people. You need to be signed in to longbook to import.
What is sent, and what is kept
To read a statement, longbook sends it a few pages at a time from your device to our server, and from there to Anthropic's Claude. If Claude can't answer, the same piece goes to OpenAI instead.
- Our server keeps neither the statement nor the charges read from it.
- We only record that an import happened, so we can count your monthly share.
- The pages carry whatever your bank printed, including any account number.
How many you can import
Every account includes a monthly share of statement reading. longbook Cloud gives you a larger share.
Use your own AI instead
Use My Own AI gives you a prompt for Claude or another AI, which reads the statement and writes into longbook. What it writes waits in Proposals.
If a file is refused
longbook first checks that a file is a statement. A file that isn't, such as a receipt or a screenshot, is refused and nothing is read from it.
If the charges look wrong
Undo the proposal on the Proposals screen and nothing stays in your longbook. Then in Support, tap Ask a person to open an email to the team, and tell us the bank's name and what went wrong. Please don't send the statement itself.