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Venn / Bank CSV Import

Import a bank CSV export, like Venn's, with Claude Code.

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Import bank transaction CSVs (Venn, TD, or any bank) into Solarium as transactions via the importBankStatement API or the CSV import page in the admin UI.

The CSV import flow:

  1. Upload CSV on the Import page
  2. Map columns (date, description, amount)
  3. Select payment account
  4. Preview rows with duplicate detection
  5. Import — each row becomes a LedgerEvent with needs_review status
Transaction TypeEvent Type
Card payments (expenses)expense
Loads / fundingtransfer
Interest / cashbackincome

Duplicate detection runs automatically: exact matches (same date + amount + vendor) are flagged as duplicates, partial matches (same date + amount, different vendor) as possible duplicates.

Endpoints

POSTCSV Import via APIUse the importBankStatement mutation to import rows programmatically.POSTCheck Duplicates Before ImportRun checkBankStatementDups first to detect duplicates. Returns per-row flags so you can skip or override.
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