Hello Lioness-15,
We're glad to hear that you're able to convert the PDF file to CSV. Let me share with you an article on how to import a CSV file. Here it is: How To Import Bank Transactions Using Excel CSV Files.
Once you've imported the file, here's how toadd/categorize bank transactions:
- In the Banking page, click on the For Review tab.
- Select the transactions and click on Batch actions.
- Choose Accept Selected (for multiple transactions)/click on the Add button for single transaction.
If you need anything else, please let us know. We're here to help.
