Import Revolut Personal Statements into Bexio Accounting Automatically

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This guide is tailored for Revolut Personal (white app).

If you're using Revolut Business (black app), check out these guides:

• Revolut Business Transactions for import in Bexio
• Revolut Business Expenses for import in Bexio

Your CSV File from Revolut

Assuming the CSV/Excel file you intend to import into Bexio follows this structure:

1. Set Up a New Import Channel

Follow the quick start guide to establish the import channel.

During setup, choose the header template: Revolut Private Acct Stmt (public).

Then click on Load (Refresh button).

tip

For files with different column names or if you use a different credit card issuer, no worries. Create a custom header template or request our assistance:

a) Create a New Template

• Click on the plus sign with no header template selected.
• If a header template is selected, change it to empty, click Load, then click the plus sign.
• more info

b) Duplicate an Existing Template

• Select the header template, click Load (Refresh button), and then click the plus button. This creates a copy of the current template.
• more info

c) Ask for Help

• Or request the free setup service
• Or contact us for additional assistance

Result

2. Process Your First File

After setting up the import channel, follow this guide to process your first file.