Prepare a statement file
Obtain a statement file from the relevant platform. In M-Jot, choose WeChat, Alipay or automatic detection. The file must match a supported structure; follow the app’s validation messages.
Statements may contain sensitive transaction details. Confirm the source and store the file carefully.
Review the preview
After parsing, check dates, amounts, income or expense types and categories. Edit the drafts, select records and choose a target ledger. Check existing entries to avoid duplicates.
Confirm or cancel
Wait for the import result, then check the destination ledger. Before confirmation, the preview remains a draft. Cancelling clears the corresponding server-side draft.
A successful preview does not mean all records have been saved. If there is an error, keep the message and review the file rather than confirming repeatedly.