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Import Bank Statement

Upload a CSV export from your bank. Rows with a recognised donation_type are classified automatically. Everything else is flagged as uncategorised and excluded from balances until you review it.

Expected CSV format

date,reference,amount_gbp,donation_type
2024-03-01,Monthly zakat,100.00,zakat
2024-03-02,Anonymous transfer,75.00,

Valid types: zakat, sadaqah, lillah, zakat_al_fitr, fidya, kaffarah, waqf, general. Blank or unrecognised type → uncategorised.

Drop a CSV file here, or

Expected columns: date, reference, amount_gbp, donation_type (optional)