Payment platform · Global (multi-currency)

Import Revolut into Tally Assistant

Revolut offers CSV and Excel exports of account statements, plus PDF statements.

Freelancers in Europe and beyond who run day-to-day finances through Revolut personal or business accounts.

Quick Answer

Tally Assistant imports Revolut CSV and Excel exports, categorizing transactions and keeping each currency intact for report conversion. Plans that only offer PDF statements work through PDF import instead. No Revolut connection, just file upload.

Best for

  • Freelancers running finances through Revolut personal or business accounts
  • Anyone with multi-currency Revolut balances
  • Users who prefer Excel exports from their bank

Not ideal for

  • Businesses needing automated transaction sync
  • Anyone who does not use Revolut for business income or expenses

Export format availability depends on account type, and there is no live connection to Revolut.

Get your Revolut records

  1. 1Open the Revolut app or web app and go to the account whose transactions you want.
  2. 2Use the statement or export option, choose CSV or Excel, and pick the date range.
  3. 3Save the file and upload it to Tally Assistant directly.

What happens after upload

  • The AI detects the column layout automatically, including the currency column and date formats.
  • Transactions are categorized and matched to clients or expense categories for review.
  • Multi-currency accounts import with each transaction in its original currency.

What to watch out for

  • Export options can vary by account type and plan. If your plan only offers PDF statements, PDF import covers it.
  • Revolut's own categories and tags do not carry over, but AI categorization rebuilds them from the description and amount.
  • Transfers out to your bank appear as rows; categorize them as transfers so they are not double-counted.

Questions

Can I import Revolut business accounts?

Yes. Business account statements export the same way and import identically. You can keep business and personal accounts in one workspace with separate categories, or use separate workspaces.

What if I only have a PDF statement?

PDF statements are read page by page by the PDF import, so you still get every transaction without retyping anything.

Free plan, no credit card

Import 100 transactions a month for free. Revolut and every other platform, any format, any language.

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