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Importing Statements

Lumio accepts multiple statement formats and standardizes them into a consistent transaction model.

Supported inputs​

  • Native PDFs (bank-specific parsers)
  • CSV and XLSX exports
  • Scanned PDFs via OCR
  • Gmail receipts (PDF or HTML attachments)

See Supported Banks for the current list.

Import flow​

  1. Upload a file from the Upload page.
  2. Lumio detects the format and selects a parser.
  3. Parsed transactions are shown in a review step.
  4. Deduplication flags any conflicts.
  5. Confirm to commit transactions to the workspace.

Validation and dedup​

  • SHA-256 hashes identify duplicate statement files.
  • Dedup heuristics compare date, amount, and description similarity.
  • Conflicts are marked and can be resolved manually.

Tips​

  • Use the same export date range for consistent results.
  • Upload one account per file when possible.
  • If a bank is unsupported, use CSV/XLSX or OCR as a fallback.

Upload flow

Next: Workspaces and RBAC