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Bank Statement Upload Tips for Indian PDFs (September)

· 7 min read

Failed uploads usually trace to export settings—not AI. Fix these before retrying on WiserFin or Wiserlytics.

Export settings

  • Choose PDF, not CSV screenshot printouts
  • Select full date range (30–90 days minimum for trends)
  • Unlock password-protected files locally first
  • Prefer net banking export over cropped mobile screenshots

After upload

Scan opening and closing balances match your app. Flag missing weeks before trusting categories.

Subscription note

Upload requires a paid tier—see Pricing. Desktop plans required for desktop upload.

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