Bank and imports · The bank connection
My bank is not on Plaid, or the connection missed some days. What now?
ComputerOpen Customers, then Import, drop a bank statement CSV from your bank's website into the importer.
PhoneOpen Customers, then Import.
A statement CSV covers what a connection cannot: a bank Plaid does not support, or the days a paused connection missed. Every dropped file is recognised by its own columns, so a Chase or Capital One export is read without you naming it, and other banks' layouts are mapped from their headers. Lines the connection already holds are matched and counted once, never twice, and the coverage line on the connection closes the gap it filled. Statement deposits are not attributed to a payer the way connected ones are, and re-downloading next month's statement is on you until an email-forward intake exists. Early access: no real customer's statement has been imported yet.