Once you upload the statement, SparkReceipt starts to extract transaction rows from the statement.
Transactions can be matched to existing documents or you can create new documents with the information seen on the statement.
If you choose to create a new SparkReceipt document from a bank/credit card statement transaction line, later you need to find the actual receipt and attach it to the blank document.
Regarding the categorization:
- You can set that a document as income, expense, bank statement - this is basically document’s type in SparkReceipt
- You can categorize a document or its line-items into one or more accounts / subcategories, this is the account where the income / expense belongs in accounting software
- You can also add tags to make searching for specific documents easier, as the accounts used in accounting might not always be useful for your business
Log in to comment and vote
Comments1
Jukka Tupamäki
Sep 17, 2025
Hi! Thanks for the valuable feedback. Could you tell a bit more what kind of use do you have for bank statement categorization?
Bank statements can be uploaded to SparkReceipt by clicking the button in the bottom left corner in the web app:
More information here:
https://intercom.help/sparkreceipt/en/articles/10713722-how-to-match-receipts-to-bank-or-credit-card-statements
Once you upload the statement, SparkReceipt starts to extract transaction rows from the statement.
Transactions can be matched to existing documents or you can create new documents with the information seen on the statement.
If you choose to create a new SparkReceipt document from a bank/credit card statement transaction line, later you need to find the actual receipt and attach it to the blank document.
Regarding the categorization:
- You can set that a document as income, expense, bank statement - this is basically document’s type in SparkReceipt
- You can categorize a document or its line-items into one or more accounts / subcategories, this is the account where the income / expense belongs in accounting software
- You can also add tags to make searching for specific documents easier, as the accounts used in accounting might not always be useful for your business
Hope this helps ☺️