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Import

Privacy​

Most personal finance apps rely on data aggregators such as Plaid to automatically pull transactions from your bank or credit card accounts. While this can be convenient, it comes with important trade-offs. In some cases, these providers require you to share your banking username and password, and even when they don’t, both the finance app and the aggregator typically gain access to your financial data.

At FinBodhi, privacy is a core principle. Your financial data is end-to-end encrypted using a key that only you control, which means even we cannot access it. Because of this, FinBodhi does not connect directly to your bank accounts. Instead, we focus on making manual imports fast and reliable. Most financial institutions, including banks, credit card companies, mutual fund platforms, stock exchanges, and other investment providers, allow you to download your transaction or statement data. FinBodhi helps you securely convert these files into structured transactions.

File format​

FinBodhi supports importing transaction data from common file formats provided by financial institutions. You can upload CSV files (including .csv and .txt), Excel spreadsheets (.xls and .xlsx), and PDF statements. CSV and Excel files usually contain well-structured tables and are imported with high accuracy. PDF statements are also supported, but the results may vary. Since PDFs are designed for visual presentation rather than structured data, detecting rows and columns can be error-prone, and some statements may require manual adjustments.

Importers​

Importers are responsible for converting the tables extracted from your files into structured transactions in FinBodhi. There are two types of importers available:

  1. Built-in importers

    FinBodhi automatically detects certain file formats and statement layouts and converts them into transactions for you. These built-in importers work out of the box. A complete list of supported built-in importers is provided below.

    Built-in Importers
    • American Express Credit Card (pdf)
    • CAMS CAS (Consolidated Account Statement) (pdf)
    • City Union Bank Statement (csv, pdf)
    • Federal Bank Statement (csv, pdf)
    • Fold Statement (pdf)
    • HDFC Bank Statement (csv, excel)
    • HDFC Credit Card Statement (pdf, csv)
    • HDFC Credit Card Year Statement (pdf)
    • ICICI Bank Statement (excel)
    • ICICI Credit Card Statement (csv, pdf)
    • ICICI Credit Card Yearly Statement (csv)
    • IDFC Credit Card Statement (pdf, pdf)
    • Kuvera Mutual Funds Transactions (csv)
    • Marcellus Investment Managers - Transaction Statement (csv)
    • Paisa (https://paisa.fyi/) Transactions (csv)
    • SBI Bank Statement (excel)
    • Zerodha Mutual Funds (csv)

  2. Custom importers

    It is not practical to support every possible bank, broker, or statement format by default. For cases where a built-in importer is not available, FinBodhi allows you to create your own custom importer. Custom importers give you full control over how tables are interpreted and mapped into transactions.

    A step-by-step video walkthrough showing how to create and use a custom importer is available below:

To get started, visit the Imports Page

Getting support​

If you have trouble setting up an importer for a specific file or statement format, feel free to reach out to us on Discord. If possible, please share a sample statement with all personally identifiable information (PII) modified or removed. This helps us understand the format better and allows us to consider adding it as a built-in importer, making the import experience easier for you and for other FinBodhi users.