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Import a credit card statement

From Credit Cards, choose Import.

Supported in practice:

  • CSV
  • Chase-style PDF statements

The file picker may offer OFX/QFX; those formats are not a reliable path yet. Prefer CSV or a Chase PDF.

After import, open the statement, code each line (GL, division, suggested invoice match), then post. You can also add a line with manual entry when something is missing from the file.