My Import Didn't Work
Import (agnifolio.com/import-transactions) reads a statement and turns it into holdings and transactions. You can paste text or drop in a file, check the results, and then confirm.
What you can import
Section titled “What you can import”- File types — CSV, Excel (XLS, XLSX), PDF, images (PNG, JPG, WEBP) and plain text, or pasted text
- Size — up to 10 MB per file
- Scanned PDFs — the first 3 pages are read
- CAMS / KFintech CAS — see Import your CAMS / KFintech CAS statement for how funds are matched by ISIN and folio
How it works
Section titled “How it works”- Paste your statement or drop a file. You’ll see AI is analyzing your text…
- Reading can take a while. You can leave the page — the import keeps running, and you can reopen it from Import History.
- Check the Review Parsed Entries screen, choose the Target Account, and click Confirm & Import. Nothing is saved until you do. Click Discard to throw the results away.
Common problems
Section titled “Common problems”| What you see | What to do |
|---|---|
| That file appears to be empty. | The file has no content. Export the statement again |
| …is too large. The upload limit is 10 MB. | Split the statement, export a shorter date range, or paste the text instead |
| This PDF is password-protected. Enter its password to import it. | Common for CAS and bank statements. Type the password in the box that appears and press Start import again — for a CAMS or KFintech CAS it is the password you chose when requesting it; for an NSDL or CDSL CAS it is usually your PAN in capital letters. The password is used only to open the file and is never stored |
| That password did not open the PDF. | Check capital letters and the date format (DDMMYYYY), or look for the password in the email that brought the statement. The file and what you typed stay on the page |
| Unsupported file type. Could not rasterize PDF | The PDF itself is damaged or in a format that can’t be read. Download the statement again, or copy its text and paste it in instead |
| AI service returned empty response for the uploaded file | The file couldn’t be read. Try again, or copy the text out of the file and paste it in |
| AI processing failed. Please try again. | A temporary problem — wait a minute and retry |
| Failed to upload file. Please try again. | Check your connection and retry |
| Please fix N invalid entries highlighted in red | Each row needs an asset name, an amount above 0, and a currency. Fill in or remove the red rows before confirming |
Statements forwarded by email
Section titled “Statements forwarded by email”If you forward statements to your personal Agni Folio address (see Auto-sync statements by email), each one should appear on the Import page within a minute or two, waiting for you to review and confirm it.
| What you see | What to do |
|---|---|
| A forwarded statement hasn’t appeared after a few minutes | Check that your forwarding rule or filter matches the address the statement really comes from, and look in your Spam folder. In Gmail, tick Never send it to Spam on the filter. You can always forward the statement by hand |
| Gmail’s filter won’t let you pick your Agni Folio address | Add the address first under Settings > Forwarding and POP/IMAP > Add a forwarding address. Agni Folio confirms Gmail’s forwarding request for you within a minute or two; if Gmail’s page asks, click Confirm |
| Yahoo or Zoho automatic forwarding doesn’t work | Their automatic forwarding asks to verify the address with a link we can’t read yet. Forward each statement by hand for now |
| The statement is listed as password-protected | Save its password under Settings > Email import > Statement passwords, for its sender or as the default. The locked statement opens automatically once the password is saved; no need to forward it again |
| An attachment was skipped as too large | Attachments over 10 MB aren’t read. Export a shorter date range from your bank or broker, or paste the statement’s text on the Import page instead |
| Statements stopped arriving after a busy day | Up to 30 statements are read in any rolling 24 hours. Wait a while, then forward the rest again |
| A statement shows as already imported | You already confirmed that statement, so it isn’t imported twice. The same statement forwarded twice is also imported only once |
| Only some attachments were read | Only PDF, CSV, XLS and XLSX attachments are read. Images and other files are ignored |
The import worked, but the results are wrong
Section titled “The import worked, but the results are wrong”- Check before confirming. Every row on the review screen can be edited. Fix names, amounts and dates there — it’s far easier than fixing them after import.
- Scans and photos are the hardest to read. A blurry photo or a complex PDF may come out with mistakes on any plan, so check those rows closely.
- Better input, better results. A CSV or Excel export from your broker is more reliable than a PDF, and a PDF is more reliable than a photo.
- Only the first 3 pages of a scanned PDF are read. For longer scans, upload the pages in batches.
- Values look off after import? See My Value Looks Wrong.