Import bank transactions (CSV)
Upload a bank or credit card CSV. Deductly will infer the schema locally in your browser, detect likely deduction transactions, and help you review them fast.
Free vs Pro
- Free: Smart local schema detection from the file header, core transaction parsing, baseline deduction detection, and manual review workflow.
- Pro: larger imports plus richer on-device category insights, watch-list patterns, and next-action guidance from the imported file.
Privacy note
Deductly does not send your bank transaction rows to OpenAI for this import flow. Schema detection is performed locally in your browser from the CSV structure, and the review insights shown on this page are generated locally from the parsed transaction set.
Supported CSV structure
Best results come from CSVs that include a clear date column, a transaction description/details column, and either a single amount column or separate debit and credit columns.
Common labels supported include date, transaction date, posted, details, narration, merchant, particulars, reference, amount, debit, and credit.
Pro CSV import unlock
Get larger imports plus richer category insights, review priorities, and likely claim opportunities.