{% extends "base.html" %} {% block title %}{{ _("Banks & formats") }} · Wealth Dashboard{% endblock %} {% block heading %}{{ _("Banks & formats") }}{% endblock %} {% block lede %}
{{ _("What the import page can read, by name: the statement PDFs of banks and brokers, the CSV exports it knows outright, and the statement formats every bank writes alike. Drop the file on an account's import page — it is recognised by what is in it.") }}
{% endblock %} {% block content %}{{ _("Every reader was written from one sample statement, and yours can be the next. Send a redacted statement — name, address, account number and IBAN painted over; dates, amounts, ISINs and every printed label kept — and it becomes a reader in the next release. A PDF with the boxes blacked out is fine, and so is its text layer copied out of a viewer. One document per kind helps most: a purchase, a dividend, a Kontoauszug.") }}
{{ _("Send a statement sample") }} {{ _("opens a GitHub issue with a short form and a place to attach the file") }}
{{ _("The same goes for a bank that is listed but reads a figure wrong: the sample that shows it is the fix.") }}
{{ _f("{n} banks, brokers and formats. Type a name to find yours; a bank not here is read through a CSV mapping you draw once — or send a statement, above.", n=catalogue | length) }}
| {{ r.name }} | {{ r.what }} | {% for k in r.kinds %}{{ k }} {% endfor %} |
{{ _("Nothing by that name — send a statement sample, above, or map a CSV of it once on the import page.") }}