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Importing Data

CSV Import

Most banks allow you to download transactions as CSV files.

Steps

  1. Download a CSV export from your bank’s website
  2. In PocketVault, go to Settings > Import > CSV
  3. Select your file
  4. Map columns to PocketVault fields (amount, date, description, category)
  5. Choose the date format used in your CSV
  6. Preview the import and confirm

Supported formats

PocketVault’s flexible mapper works with any CSV format. Common formats from Mint, YNAB, Chase, Bank of America, and other banks are auto-detected.

OFX/QFX Import

Open Financial Exchange (OFX) is a standardized format supported by most banks.

  1. Download an OFX or QFX statement from your bank
  2. Go to Settings > Import > OFX
  3. Select the file
  4. Transactions are automatically parsed and mapped
  5. Review and confirm

SMS Import (India)

Indian banks send transaction alerts via SMS. PocketVault can parse these messages.

Supported banks

HDFC, ICICI, SBI, Axis, Kotak, PNB, Bank of Baroda, Yes Bank, IndusInd, and UPI transactions.

Steps

  1. Go to Settings > Import > SMS
  2. Grant SMS read permission (one-time)
  3. PocketVault scans for bank transaction messages
  4. Review detected transactions
  5. Confirm import

All parsing happens on-device. No SMS data is sent anywhere.

Receipt OCR

  1. Go to Settings > Import > OCR
  2. Take a photo of your receipt or select from gallery
  3. PocketVault extracts amount, date, and merchant
  4. Review and save the transaction

Uses Google ML Kit’s on-device text recognition. No images leave your device.