> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Banks & Cards

Add accounts, upload statements and get every transaction in the right category.

- [Banks & Cards overview](https://www.zerabooks.com/help/banks-and-cards/banks-and-cards-overview): Banks & Cards is the register of every bank account and credit card in your books. Here is what each part of the page does and how transactions get there.
- [Add bank and credit-card accounts](https://www.zerabooks.com/help/banks-and-cards/add-bank-and-credit-card-accounts): Every statement you upload goes into an account you add first. Add each bank account and credit card by name. No account number or bank login needed.
- [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement): Upload one account's PDF, CSV or Excel statement, up to 10 MB. ZeraBooks imports the transactions, categorizes them and checks the printed balances.
- [How ZeraBooks proves a statement](https://www.zerabooks.com/help/banks-and-cards/how-zerabooks-proves-a-statement): Every statement you upload is checked against its own printed opening and closing balances, so you know the transactions are complete before you rely on them.
- [Remove a statement](https://www.zerabooks.com/help/banks-and-cards/remove-a-statement): Removing a statement deletes it and every transaction it brought in. Use it to undo an upload into the wrong account or a statement that was read badly.
- [Review and fix categories](https://www.zerabooks.com/help/banks-and-cards/review-and-fix-categories): ZeraBooks categorizes every statement line. Switch to Edit to review the lines that need a look, fix a category, or set one category on many lines at once.
- [Apply a correction to similar transactions](https://www.zerabooks.com/help/banks-and-cards/apply-a-correction-to-similar-transactions): After you fix one line's category, ZeraBooks offers to apply the same category to similar transactions from the same merchant, in one click.
- [Transfers, credit-card payments and owner draws](https://www.zerabooks.com/help/banks-and-cards/transfers-card-payments-and-owner-draws): Money moving between your own accounts isn't income or an expense. Here is how ZeraBooks spots transfers and card payments, and how owner draws are handled.
- [Match manual entries to statement lines](https://www.zerabooks.com/help/banks-and-cards/match-manual-entries-to-statement-lines): If you recorded a payment by hand and the statement shows it too, match the two so the payment is counted once. Or confirm they are separate activity.
- [Export transactions](https://www.zerabooks.com/help/banks-and-cards/export-transactions): Download your bank and card transactions as a CSV, keep a saved copy in the Vault, or download the Financial Package with your statements and ledger.