[ JARVIS ]

BANKING

CSV Import // Sparkasse + Revolut

[ Data Sources ]

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[ 3-Pot Categorization Engine ]

Active — imported CSV transactions are auto-tagged as Fixkosten / Sparen / Konsum.

[ How to Import ]

  1. Log into your bank's online portal
  2. Export transactions as CSV
    Sparkasse: Konto → Umsätze → Export → CSV (semicolon)
    Revolut: Account → Statements → Export → CSV
  3. Drag the file onto the drop zone in Finance
  4. Transactions are auto-categorized into your 3 pots
Go to Finance → CSV Import