Import from Files
Add transactions to circle from bank statements, spreadsheets, or receipts. Supports CSV, PDF, OFX, and image files up to 10 MB.
Drop your file here
Supports CSV, PDF, OFX, and image files up to 10 MB
Use columns for Date (YYYY-MM-DD), Payee, Description, and Amount. Negative values represent expenses.
Date,Payee,Description,Amount 2025-12-01,Starbucks,Coffee Shop Purchase,-4.50 2025-12-02,Walmart,Grocery Store,-45.67 2025-12-03,Employer Inc,Salary Deposit,2500.00
PDFs, OFX files, and images are parsed automatically with AI — no manual formatting needed.