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Import a bank statement

Upload a CSV export from your bank or payment app to record many payments at once.

Updated September 24, 2026

The Payments screen in Purity, with example data
The Payments screen, with example data.

Download a statement or activity export as a CSV, then bring it in here instead of recording each payment by hand.

  1. Open Import a bank file.
  2. Choose the CSV file.
  3. Match each column to Date, Amount, Who paid, Memo and Reference.
  4. Pick how these payments came in, such as Zelle or ACH.
  5. Check the preview, then click "Import".

Money going out is left alone; only money in is imported. Each payment matches its order the same way a hand-recorded one does, by the payment code in the memo. Importing the same file twice is safe, since anything already recorded is skipped.