Simply copy transactions from your bank's website and paste directly into EzLedgers. Skip the account numbers, addresses, and personal details. The most private way to import transactions.
Copy & Paste Preferred
or upload CSV/Excel files
We don't support PDFs by design - they contain too much personal data. Copy & paste lets you control exactly what data you share.
Skip the header section that contains your account number and routing details
Leave your personal address and contact information behind
No need to download, edit headers, save, and re-upload files
We only see the transaction data you choose to share
Choose the method that works best for you - we recommend copy & paste for maximum privacy
Open your bank's website and copy only the transaction table - skip all the personal info at the top.
Review your transactions and map columns to ensure accurate data import.
| Date | Description | Amount |
|---|---|---|
| 01/15 | Starbucks | -$5.43 |
| 01/14 | Amazon | -$29.99 |
| 01/13 | Salary | +$3,500 |
Import your transactions with automatic AI categorization and duplicate detection.
Copy & paste is recommended - or upload CSV/Excel files if needed
The most private way to import - copy only the transaction data you want to share.
Most common format supported by all banks. Easy to read and process.
Support for .xls and .xlsx formats with multiple sheets.
Unlike other services, we never ask for your bank login credentials. Your financial data is encrypted and stored securely on our servers.
All data is encrypted in transit and at rest using bank-level encryption standards.
We never ask for or store your banking credentials. Upload files directly.
Your data is stored on secure servers with regular backups and monitoring.
Join thousands of users who manage their finances without compromising their privacy
No credit card required • Import unlimited transactions • Cancel anytime