1Download your Intesa Sanpaolo transactions
Web and app From online banking or the app, follow this path:
- I miei conti
- Periodo
- Scarica PDF / Excel
- Excel
- Save the file to your computer or phone.
2Import it into Calers
- In Calers, open Import data and choose the file you’ve just downloaded.
- In field mapping, check which column is the date, the amount and the description, and choose the account the transactions should go to.
- Import: your transactions are ready to categorise and to show up in your reports.
Banks change their menus often: if you can’t find an option, look for similar names (“Export”, “Download”, “Transactions”) or check your bank’s help pages. Bank names are trademarks of their owners, who are not affiliated with Calers.
