Import bank activity from screenshots

Finance Overview now shows a combined transaction history. Expand All transactions to search all dates, filter imports/history-only/possible duplicates, select records together and preview funds corrections or deletion. Ordinary transaction editing includes a funds switch. In Finance, tap Import bank activity, or use + → Finance → Import activity. Choose up to 10 images from Photos or Files. Apple Vision reads them on the phone. Review each amount, merchant, date, income/expense direction and category before saving. Choose the screenshot year before scanning yearless date headings; ambiguous amounts still require correction.

The details that matter

Possible existing matches are unchecked; amount alone is not a duplicate. Long-press a row to reuse a merchant label or combine selected same-day purchases, then confirm the total again. Pending items and balance summaries are excluded. Compare the source screenshots for missed rows. Before saving, explicitly choose Include in current funds or History only and review the projected balance. Transactions before the balance start remain outside funds. Use Reconcile to my actual balance if you need a current balance correction. Images and full OCR text are not uploaded; confirmed transactions sync privately.

Updated October 24, 2026 · App 0.34.0