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  • Core Workflow
  • Tutorial: Process a Month of Receipts
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  • Transactions
    • 1.Import Monzo CSV
    • 2.Import Revolut ZIP
    • 3.Revolut Bills ZIP
    • 4.Import History
  • Review an Import Batch
  • Missing Receipts
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  • Manual Entry
  • Master Table
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  • VAT and Currency Evidence
  • Exports
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DocsCapture transactionsTransactions

Transactions

Transactions is the preferred way to import receipts and expenses.

Recommended next

Start with Import Monzo CSVThen continue through the remaining 3 topics in order.

In this guide

  1. 1Import Monzo CSVUse this when you have a Monzo CSV export.
  2. 2Import Revolut ZIPUse this when you have a Revolut ZIP export.
  3. 3Revolut Bills ZIPGrantKeeper can detect a Revolut Bills ZIP when it contains bills-style files such as bills statement and bills transactions CSVs. It transforms that data into the normal Revolut import shape.
  4. 4Import HistoryEach successful import creates a batch in Import History. Open a batch to review it, fix issues, and save it to Tables.
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