Help centre
Use a supported CSV import
Know which statement exports Ratio accepts and how to prepare a clean import.
Check whether my CSV is supported
For anyone preparing an import.
Supported statement formats
- AMEX CSV
- Commonwealth Bank CSV
- HSBC CSV
- Xero bank-account CSV
Before you upload
- CSV is the current import format; live bank feeds, PDF/OCR imports, and billing integrations are not part of the current workflow.
- Choose the correct destination account type before previewing a file, especially for credit-card activity.
- Use test or sanitized data in non-live alpha environments.
Put this into practice
Open the relevant Ratio workflow when you are ready.