Step 3 of 8 · Tutorial: Process a Month of Receipts

Import the Bank Statement

Open Statements.

Choose the correct tab:

  • Monzo for CSV files.
  • Revolut for ZIP files.

Upload the file or files. If you upload multiple files, choose whether they should be merged into one batch.

GrantKeeper shows progress while it parses rows, creates batch entries, handles receipt files, generates conversion evidence, and runs AI-assisted steps.

Statements import history showing a completed Monzo card import batch
Statements import history showing a completed Monzo card import batch