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Import3 min

How to see your expense summary in seconds (CSV or PDF)

January 5, 2024

Tracking hundreds of transactions manually is a nightmare. What if you could see your complete expense summary in minutes by uploading a CSV or PDF? No bank connection required.


📱 The problem with manual review


Whether it's your bank, a digital wallet, or a credit card statement, the result is the same: hundreds of transactions that are impossible to categorize by hand.

😰 The manual nightmare

Imagine trying to categorize 500+ transactions manually:

  • Each transaction takes 30 seconds to categorize
  • 500 transactions = 4+ hours of work
  • High probability of errors and inconsistencies
  • You'll probably give up halfway through

🤖 The solution: import CSV or PDF


Mi Platita reads your statement file and automatically classifies every transaction using AI — without asking for bank passwords.

⚡ How it works

  1. Export your statement - Download CSV or PDF from online banking
  2. Upload to Mi Platita - CSV is free, PDF is a Pro feature
  3. AI classification - Each transaction is categorized automatically
  4. Panorama insights - Subscriptions, ant expenses, and trends in one view

📊 What you'll discover in your summary


Once imported, your expenses are organized by category:

🍕 Food & Delivery

Restaurants, delivery apps, groceries

🚗 Transportation

Rideshare, gas, public transport

🛒 Shopping

Online purchases, subscriptions

💡 Pro features


Mi Platita Pro unlocks the full workflow:

🎯 Advanced features

  • PDF import - Upload bank statements directly
  • Advanced AI classification - Detects hidden patterns
  • Expense trends - See how spending changes over time
  • Budgets & projection - Know if the month will close well

🔒 Security and privacy


Your financial data stays under your control:

🔐 No bank access

We never ask for passwords or account linking

📄 File-based import

You choose what to upload: date, description, amount

👤 Your data, your control

Delete your data whenever you want

🎉 Conclusion: Take control of your expenses


Don't let your transactions become a black box. With Mi Platita, you can see exactly where your money goes and make better financial decisions.

Ready to try it? Upload your first CSV or PDF and see your complete expense summary in minutes. Getting started is free.

How to see your expense summary in seconds (CSV or PDF) | Mi Platita Blog