Before you start
A few things to know:
Chat works on top of your general ledger. The output reflects your existing accounts and categories.
You don't need a special prompt. Upload your statement and ask Chat to import it into the right account. Chat will parse the file, show you what it found and whether it passed validation, and only import after you confirm.
Review the parsed output before confirming. Chat will only add transactions to Puzzle after you confirm.
How to import a PDF or CSV
In Puzzle, click Chat under AI Suite in the left-hand sidebar.
Click the file upload icon and select the PDF or CSV you want to import — for example, a bank statement.
Click Open, then Done.
Ask Chat to import it, and say which account it belongs to — for example, "Import this statement into my Chase checking account."
Reviewing the output
Once Chat finishes parsing, you'll see:
The number of transactions and the date range
The beginning and ending balance, and whether the balance check passed (beginning balance plus the transactions should equal the ending balance)
The Puzzle account the transactions will go into
Review the results to make sure the accounts and transactions look right.
If the balance check fails, Chat warns you before importing. If you want to leave some transactions out, tell Chat which ones to skip.
If there is no matching account in Puzzle yet (for example, a bank you only have statements for), Chat can create a manual account for it. Chat asks for your OK first and never creates an account without it.
Note: Larger files may take a minute or two to parse. Let the run complete before reviewing.
Confirming the import
When the parsed results look correct, confirm to add the transactions to Puzzle. Chat will add each transaction under the matching account.
Nothing is added until you confirm. You can then continue categorizing, reviewing and reconciling those transactions like any other transactions in Puzzle.
Tips
Name the account. Telling Chat which account the statement belongs to avoids a follow-up question.
One file at a time works best for accurate parsing.
If something looks off in the parsed output, tell Chat what's wrong before confirming.
Adding transactions without Chat
To upload a CSV file directly or add transactions one at a time, go to Accounting → Transactions → Bank & credit cards and click +. The Add transactions dialog has two tabs: Upload .csv file and Add individually. PDF statements go through Chat.