Download the statement from your online banking as a CSV or CAMT file and drop it under Import → Bank statements, or under Actuals → Import bank statement. This works on every plan.
Steps
In your online banking, export the statement as CSV or, if offered, as CAMT (an XML format used by many German banks).
In Westara, open Import → Bank statements, or tap Import bank statement on Actuals. Both lead to the same review sheet.
Drop or choose the file, name the import and link a Westara cash account.
Check categories row by row. Remember saves a payee rule for the coming months. You can skip internal transfers.
Save to Actuals.
The title of a row is the counterparty (who), just like in your online banking. Tap the name to see the full booking text.
Categories
On Free, Westara suggests categories with local rules. On Solo and Family, AI helps as well.
Add new or replace
- Adding new rows (the default) creates new rows and skips exact duplicates. That's safe for re-uploading and for a second bank.
- Replace import only refreshes earlier file-import rows for those months. Manual Actuals and bookings from the bank connection stay.
Statement check
In the preview, Westara checks whether the file adds up: opening balance plus bookings should equal the closing balance (to within €0.01). You'll see Balanced, a difference, or No balances in file. CAMT usually includes opening and closing balances; for CSV you can enter them. Saving is never blocked. Afterwards, Actuals and Accounts show a period chip, for example "Mar 2026 · Balanced".
The bank connection only fetches about the last 90 days. Use this file import for older months.
In the app
- Import
- Actuals
You’ll find these areas in Westara after signing in.
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- Import a file or connect my bank: which suits me? Both work well: file import works on every plan and goes back as far as your export, while the bank connection through finAPI (Solo and Family) conveniently fetches new days.
- How do I clean up duplicates and bookings without an account? You do both on Actuals in the ⋯ menu: Review duplicates for double rows, No account for rows that no longer sit on any current account.
- How does Westara remember categories for payees (rules)? With rules: a rule remembers something like "this shop is groceries", so you don't have to categorise the same payee every month.