Bank statements don't always arrive in a tidy, import-ready format. Instead of reformatting a statement in a spreadsheet before uploading it, you can hand the raw file to Ask Double and let it do the work: it reads the file, asks any questions it needs to structure the data, shows you a preview, and imports the transactions into a new or existing bank feed account once you confirm.
Ask Double can import from:
A formatted CSV (already in Double's template format)
An unformatted CSV (e.g., a raw export from your bank or a payment processor)
A PDF bank or credit card statement
An image of a statement
The existing formatted CSV upload flow hasn't changed — if your file is already in Double's format, you can keep uploading it the same way as before. See AI Bank Feeds for all the ways to connect an account.
Where to start the import
There are two entry points on the Bank feeds page:
Adding a new account: open Manage accounts, then choose the Ask Double option from the Add account menu.
Updating an existing account: open the ⋯ menu in the top-right corner of the account's card and select Ask Double.
Either entry point opens an Ask Double chat with the right bank feeds context already loaded. If you start from an existing account's card, that account is attached to the chat as a context chip and used as the import target.
Importing with Ask Double
Open Ask Double from one of the entry points above
Upload your statement in the chat — formatted CSV, unformatted CSV, PDF, or image
Tell Ask Double you want to import the transactions, and which account they belong to (if you didn't enter from an account's card)
Answer any follow-up questions — for example about date formats or which columns hold the date, description, and amount
Review the preview: it shows the target account, the number of transactions, the date range, and money in / money out totals. Check these against your statement.
Confirm the preview to start the import
Once the import completes, the transactions appear as pending items in the bank feed for that account, ready for coding.
Good to know
Nothing is imported until you confirm. Ask Double always shows a preview first, and only writes transactions after you approve it.
Check the account name in the preview. If you entered from an account's card, that account stays attached for the whole conversation — including any later imports in the same chat.
If the file can't be interpreted or required details are missing, Ask Double explains what it needs and does not start the import.
Every row needs a valid date, an amount, and a description. If any row is incomplete, the upload is rejected as a whole so you never end up with a partial import.
Very long statements import faster through the formatted CSV upload — for statements with more than ~150 transactions, Ask Double may suggest that route instead.
If the new transactions don't appear on the Bank feeds page right away, refresh the page.
When to use Ask Double vs. the CSV upload
Use Ask Double when:
Your statement is a PDF, image, or raw CSV export that isn't in Double's template format
You'd rather not reformat the file in a spreadsheet first
You want a guided import with a preview before anything is written
Use the CSV upload when:
Your file is already in Double's template format
You're importing a very long statement
You prefer a spreadsheet-first workflow