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Bank statement import history

Import history includes the filename, destination wallet, statement period, detected columns, and counts for imported, skipped, and failed rows. From there, you can open the imported transactions or roll the import back.

DocumentationDocsGuideDataImport HistoryBank StatementsData Quality

Status, wallet, and file range

A completed import can still contain warnings or skipped duplicates. The row shows the destination wallet, source filename, statement period, and counts for every row status.

Detected columns and import warnings

Import details show which statement columns Tetri detected, any conversions or warnings, the balance check and opening-balance adjustment, rules created during review, and links to the imported transactions.

What rollback removes

Rollback deletes every transaction created by this import, including later edits to those transactions. Transactions from other imports and automation rules remain. If the import changed the opening balance, Tetri restores its previous value as long as it has not been changed again since the import.

Uncovered date range

Import history shows the date range of every uploaded statement. Compare those ranges before adding another file. Overlapping dates are allowed, but matching rows must be reviewed as possible duplicates.