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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 major banks and budgeting apps are auto-detected.

SMS Import (India)

Indian banks send transaction alerts via SMS. PocketVault parses these messages using a combination of regex patterns and on-device Gemma AI for messages that don’t match standard formats.

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 in the background
  4. A progress banner shows live parsing status across the app
  5. Review all detected transactions in the pending review screen
  6. Confirm which transactions to import

The import runs in the background — you can continue using the app while it processes. On Android, a foreground service keeps the import alive. On iOS, background processing continues via BGProcessingTask.

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

Receipt Capture

Desktop builds can use local Tesseract OCR when Tesseract is installed and available on your PATH.

Mobile receipt OCR is temporarily unavailable while the on-device Gemma vision flow is rebuilt. Receipt processing will remain local; images are not uploaded for OCR.