Bring your history. Leave the duplicates.
Drop in the file your bank already gives you and months of spending fill in. Import it twice by accident and nothing gets counted twice.
From file to dashboard in three steps.
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Download from your bank
Grab the CSV file from your bank's website.
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Check the columns
Satsuma works out which column is which. You give it a glance.
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Watch it fill in
Transactions land, sorted into categories.
Import the same file. Nothing breaks.
Satsuma recognizes transactions it's already seen and steps around them. Two identical coffees on the same day? You can keep both.
- Overlapping statements are fine.
- Genuine repeats can stay.
- Every import is logged with its counts.
Your bank’s file, made useful.
Weird bank export? It copes.
Columns in a strange order or with odd labels still get recognized. You just confirm.
Sorted as it lands.
Imported transactions pick up their categories on the way in.
Keep your bank password to yourself.
Imports come from a file you download. Satsuma never asks for your bank login.
A heads-up when it’s done.
Big file? Carry on with your day. You'll get a note with what came in and what was skipped.
Your spending history is one file away.
Grab last month's statement and see it sorted.
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