uploading-statements
Uploading M-PESA Statements 📤
Learn how to upload your M-PESA transaction history into the platform.
Supported Formats
- M-PESA PDF statements (official)
- M-PESA CSV exports
- Excel files (.xlsx)
How to Upload
- Go to Transactions tab in the dashboard
- Click "Upload Statement"
- Select your M-PESA statement file
- Click Upload
The file is sent to the Parser Service, which:
- Extracts transactions
- Sends them to the Categorizer Service
- Stores categorized data in your tenant database
Processing usually takes 10–30 seconds.
What Happens After Upload
- Transactions appear in the Transactions list
- Summary numbers update automatically
- Insights & Cashflow charts are recalculated
- You receive a notification when processing is complete
Tips for Best Results
- Use official M-PESA PDF statements when possible
- Upload one month at a time for faster processing
- Make sure the PDF is not password protected
- For large statements (>500 transactions), processing may take longer
Troubleshooting
- "File too large" → Split into smaller PDFs
- "Failed to parse" → Try CSV export instead
- No transactions appear → Check the upload history for errors
Need help? Contact support or open a ticket.