CSV Imports and the Unified Receipt View

ReceiptRoller brings your receipts (electronic and scanned) together with the bank and credit card statements you import via CSV into a single history. You can see your whole household budget on one screen.

Information that gets combined

• Electronic receipts
• Scanned receipts
• Bank statement CSVs (transfers, direct debits, and more)
• Credit card statement CSVs

How automatic matching works

• Receipts and card statements that represent the same payment are matched automatically.
• When a match succeeds, the receipt's line items are attached to the card statement entry.
• You can review your spending from both the line items and the card statement.

When matching doesn't work

• If the amount, date, or store differs slightly, you can match them manually.
• Choose the right receipt from "Match with a receipt" on the statement screen.

See online payments and fixed costs too

Online payments and subscription charges that don't come with a receipt can also be visualized alongside everything else through CSV imports. This is great for anyone who wants a complete picture of their budget with nothing missed.

Related articles

• Types of data you can import via CSV
• Import a bank statement CSV
• Import a credit card statement CSV