Import guides

How to import your bank or broker statement

Download your transactions from your provider's website or app and upload them to Aurio. No bank connection and no credentials: just a file that is already yours.

Each guide is published only if the format it recommends goes through Aurio's real importer with a synthetic sample file that mirrors that provider's statement layout.

Banks

Current and savings accounts: transactions in Excel or CSV.

Brokers

Buy and sell trades for your net worth and indicative capital gains.

Aurio calculates this for you from your transactions and invoices

Import your statements or add your invoices and keep your quarterly VAT, estimated form 130 and depreciation always up to date. Informative, private and with your data encrypted.

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Informational and indicative content: it is not financial advice or an investment recommendation. We explain how the numbers work so you can decide for yourself; for important decisions, consult a professional.