Users could export transactions from another service or bank in the form of a CSV file.
Upload File Error
Generic solution for possible file parsing/uploading errors.
Accounts Found in Upload
Used ML/AI categorization algorithm to scan input for unique accounts. User has option of importing or not, due to possible duplicative/unwanted data being uploaded.
Categorization Reconciliation Page
Categorization of uploaded data (transactions) was used to match HW categories to uploaded categories of a similar type. All system decisions were exposed and editable by design to increase usability and control.
Confirmation & Summary Page
Main objective of this page was to reflect back to the user what is about to happen, and provide some high level insight into how many transactions are going to be imported and how many are going to be skipped based on the choices a user made on the previous "Category Reconciliation" page.
Standard "In-Progress" screen. Due to the indeterminate amount of time it could take to upload and operate importing transactions, the in-progress indicator was designed to just show activity, not a sense of completeness due to system limitations.
Import Successful Page
With a successful upload, the two most common activities a user would take next are presented. Either view the transactions uploaded and in their new home, or analyze those transactions within the "Trends" feature (not shown).