> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ai2fin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import review — check every import with Fin's reasons

> How the 2Fin import review works: six steps from Brought in to Done, Fin's reason on every row, batch answers for repeated payees, repeats tracked as bills, and your answers kept as rules.

Every import — a statement file or a bank-feed arrival — ends in the same walkthrough. Fin sorts the rows and says why; you check what it read; nothing is accepted until you press **Done**.

> [!NOTE]
>
> Importing and reviewing are on **every plan**. Fin's reads draw on your plan's monthly allowance. Making rules straight from the review is on **ELITE+** and **AUTO+**.

## Start an import

* **Drop a file anywhere** in the app — the import opens.
* Or go to **1. Inputs** and choose a file: CSV, Excel, PDF, OFX, QFX, QIF, MT940 or CAMT.
* Bank feeds start their own review when new rows arrive.

Close the walkthrough at any time: the import keeps running, and the app shows where it is.

![Check the reads, filtered by deductible and confidence](https://mintcdn.com/ai2fin/chVoLw4tztnwrMjl/images/screens/import-check-the-reads-1280.webp?fit=max\&auto=format\&n=chVoLw4tztnwrMjl\&q=85\&s=89febb8c6a55a2cf9b984358931c36a9)

Check the reads, filtered by deductible and confidence. Example figures from test books.

## The six steps

**1. Brought in**

How many rows arrived, from which account, over which dates. Fin asks **who the account is for** — *Me*, *Business* or *Mixed* — if it does not know yet.

**2. Fin sorts**

Fin reads each row: category, type and tax read, each with a reason. Choose **Sort later and go to the end** to let it finish in the background.

**3. Check the reads**

Rows Fin is at least **90% sure** of are ticked. Filter by expenses, income, transfers or repeats, by deductible, by confidence, or **Needs you first**. Answer a repeated payee once for all its rows, or change a single row's category or type in place.

**4. Repeats**

Payments that come back on a rhythm — including repeats waiting from earlier imports — are offered as bills. **Track it** or **Not a repeat**.

**5. Rules**

Your decisions, including those made in the batches panel, are offered as rules, already ticked. Nothing is created until you press **Make**.

**6. Done**

The summary says whether the import is actually finished, and what each step did.

![The Repeats step offers repeating payments as bills](https://mintcdn.com/ai2fin/chVoLw4tztnwrMjl/images/screens/import-repeats-1280.webp?fit=max\&auto=format\&n=chVoLw4tztnwrMjl\&q=85\&s=65b180fcd7df9dbdcdeb5991605994fc)

The Repeats step offers repeating payments as bills. Example figures from test books.

## Needs review, one card at a time

**Needs review** collects what is still waiting across all imports. The swipe deck shows one card at a time:

| Gesture | Meaning |
| - | - |
| Swipe right | Yes, Fin's read is right |
| Swipe left | No, fix it |
| Swipe up | Later |

The keyboard works too. Answers save together, with **Undo**. Set the same category for a merchant three times and Fin offers to make it a rule.

## Undo an import review

Every import review appears in **Data history**, with **Undo** for 30 days. Rows you edited since are left alone.

## Related

* [Custom rules](https://docs.ai2fin.com/features/custom-rules.md)
* [Categories](https://docs.ai2fin.com/features/categories.md)
* [CSV imports](https://docs.ai2fin.com/data-sources/csv-imports.md)
* [Bank connectors](https://docs.ai2fin.com/data-sources/bank-connectors.md)
* Product page: [ai2fin.com/features/import-review](https://ai2fin.com/features/import-review)


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