Help

Importing a statement

Accounts & rules → Import statement. CSV and Excel (.xlsx) exports are read on upload and each row is added for review. Re-importing the same file is safe: every row is fingerprinted, so nothing is duplicated.

PDF statements are read too, including password-protected ones — the file is opened in your browser and only the rows are uploaded, never the password.

Why does a payment say “needs review”?

Because Paisa has no rule for it yet. Open it, pick a category, and tick “apply to future payments” so the next one files itself.

Why is my balance not my bank balance?

Balance here means income minus spending minus money moved to your own accounts, for the month shown. It does not include what was in the account before the month began.

I moved money to my own savings — why is it not spending?

Set the entry’s type to Transfer and choose the destination account. It then counts under Saving rather than Spent, and the movement appears under Accounts.

Something still looks wrong

Write to hello@easylancefreelance.com with the month and the entry, and we will look at it.