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. Multiple files create separate batches by default; select the merge option only when you want one combined 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