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Step 6 of 8 · Tutorial: Process a Month of Receipts

Save to the Existing Target Tables

When the batch looks correct, save it:

Save to Tables dialog with each active category routed to an existing target table
Save to Tables dialog with each active category routed to an existing target table
  • Select Save to Tables.
  • For each active category, choose Existing Table.
  • Select the matching Table you created earlier, such as Aurora Jan-Mar 2026 - Travel.
  • Leave Skip duplicate entries on when adding to existing Tables. It is the safer default for overlapping bank exports, and newly found receipts can still be linked to matching existing entries.
  • Confirm the save.

You can still create new Tables from this dialog, but the cleanest workflow is to create the target Tables first and save into those existing Tables.

Repeat this import, review, and save process for every bank statement that belongs to the same claim period.