Import a CSV
Drop a bank CSV, or a Westpac or ANZ PDF statement, and skip rows Jarful already has.
Where to find it
From Get started, press Import a CSV. Later, open Settings and choose the Import tab. The page title is Import statements.
Import a CSV from your bank today. You do not have to wait for a live feed, and you can keep importing after a feed is on. Overlapping dates are safe: anything already in Jarful is skipped.
- Open Import statements.
- Drop the file on Drop CSV or PDF statements here, or tap that box to choose a file. You can drop more than one.
- Read the preview. It shows how many transactions are new, how many are already here, and a sample of the rows. Press Import and the count, or Discard. If nothing is new, the button says Nothing new and stays off.
- Pick the account, or leave New account and name it. For an old or closed account, tick Historical / closed account. Those rows stay out of budgets and totals.
How to export the file
The Import page writes the clicks for two banks:
- Westpac One (web): Accounts → pick the account → Export (top right) → choose the date range → format CSV.
- ANZ Internet Banking: open the account → Export / Download transactions → choose dates → CSV. Any of the ANZ CSV layouts work.
Get started and Settings say Jarful also recognises ASB, BNZ and Kiwibank CSV exports, and that you can map the columns of any other bank’s CSV. If a file cannot be read, the preview names the columns it found. PDF statements on this page are Westpac and ANZ accounts, loans and credit cards, read in the browser. A letter or a scanned image is not a statement, and the page will say no transactions were found.
Closed accounts: online banking keeps their statements for a while. The page points at Westpac One → Statements. Otherwise a branch PDF can be dropped in the same box.
Recent imports lists when, which account, how many new rows, how many duplicates, and the dates covered. Export from the day after the last import, or export the whole month. Duplicates are ignored.
What this does not do
Importing a file does not pay anyone and does not connect a live feed. It also does not keep a separate copy of the original statement file. The transactions, and the account name and number the file identifies, are what Jarful stores.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.