醒目的主图还不等于可放心用于交易导入
Prepare transaction rows from a statement image for a budgeting or reconciliation import. Bank layouts differ, so verify the amount convention and adapt the reviewed CSV to the destination's date, currency and column requirements.
预算应用导入准备
Review dates and amounts, then map the CSV to your app's template and check for transactions already imported elsewhere.
Transaction comparison in a script
Prepare a checked extract for your own matching logic, retaining references and making the debit-credit convention explicit.
Check transaction conventions before loading a budget app
- 完整截取报表各行及其借方、贷方或金额栏标题。
- 检查日期顺序、负号、小数分隔符以及换行的交易描述。
- 导出 CSV，按目标模板调整格式，并在导入前检查重复项。
银行数据源预期、日期格式和重复交易
- 这是银行直连还是 Open Banking 连接？
- No. Only the statement image you choose is processed. There is no live bank connection or automatic transaction synchronization.
- Will the CSV match my budget app's bank-import format?
- You may need to rename columns, format dates and convert separate debit-credit columns into signed amounts according to that app's documentation.
- 如何避免账单中出现重复交易？
- 检查目标位置是否存在重叠的账单周期和已有导入记录。OCR 提取无法知道哪些交易你已经登记过。
- CSV 成功导出就意味着财务数据准确吗？
- No. Compare extracted transactions and balances with the original statement. File generation confirms an export, not the correctness of the financial record.
