> ## Documentation Index > Fetch the complete documentation index at: https://docs.layerfi.com/llms.txt > Use this file to discover all available pages before exploring further. # Import bank statement > Upload one PDF bank statement. The bookkeeping period must be monthly. Only posted transactions are imported after statement validation succeeds. Upload one PDF statement for a custom account using a monthly bookkeeping period. The statement must pass validation before its posted transactions are imported; pending transactions are not imported. Re-uploading the same PDF returns a 400 error, even if the filename changes, and does not create another import. To remove its imported transactions, use [Archive bank statement upload](/api-reference/v1/archive-transaction-upload). Find a monthly `bookkeeping_period_id` with [List bookkeeping periods for a business](/api-reference/v1/bookkeeping/list-bookkeeping-periods-for-a-business). Send `import` as a JSON object in the multipart request alongside the PDF; the request itself is not an `application/json` body. For example: ```bash theme={null} curl --request POST \ --url "https://sandbox.layerfi.com/v1/businesses/$BUSINESS_ID/custom-accounts/$CUSTOM_ACCOUNT_ID/bank-statement-import" \ --header "Authorization: Bearer $TOKEN" \ --form 'import={"bookkeeping_period_id":"BOOKKEEPING_PERIOD_UUID"}' \ --form 'file=@statement.pdf;type=application/pdf' ``` ## OpenAPI ````yaml post /v1/businesses/{businessId}/custom-accounts/{customAccountId}/bank-statement-import openapi: 3.0.1 info: title: API version: latest servers: [] security: - BearerAuth: [] tags: [] externalDocs: url: / paths: /v1/businesses/{businessId}/custom-accounts/{customAccountId}/bank-statement-import: post: tags: [] summary: Import bank statement description: >- Upload one PDF bank statement. The bookkeeping period must be monthly. Only posted transactions are imported after statement validation succeeds. operationId: business.custom-accounts.bank-statement-import.post parameters: - name: businessId in: path description: The UUID of the business. required: true schema: type: string format: uuid - name: customAccountId in: path description: The UUID of the custom account. required: true schema: type: string format: uuid requestBody: required: true content: multipart/form-data: schema: type: object properties: file: type: string format: binary description: >- One PDF bank statement (up to 10 MB). Send it in the `file` field. import: type: object description: Import details sent as JSON in the `import` multipart field. properties: bookkeeping_period_id: type: string format: uuid description: The UUID of a monthly bookkeeping period. required: - bookkeeping_period_id required: - file - import encoding: import: contentType: application/json responses: '201': description: Statement imported and posted transactions created. content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/BankStatementImportResult' required: - data '400': description: >- Invalid multipart request, PDF parsing failure, duplicate statement, or failed statement validation. Validation errors include the parsed statement and checks in error metadata. content: application/json: schema: $ref: '#/components/schemas/ApiError' '404': description: Business, custom account, or bookkeeping period not found. content: application/json: schema: $ref: '#/components/schemas/ApiError' deprecated: false components: schemas: BankStatementImportResult: type: object properties: custom_account_id: type: string format: uuid upload_id: type: string format: uuid statement: $ref: '#/components/schemas/ImportedBankStatement' created_transaction_count: type: integer description: Number of posted transactions created. pending_transaction_count: type: integer description: >- Number of pending transactions on the statement; these are not imported. checks: type: array items: $ref: '#/components/schemas/BankStatementImportCheck' required: - custom_account_id - upload_id - statement - created_transaction_count - pending_transaction_count - checks ApiError: type: object description: An error object returned in API error responses. properties: type: $ref: '#/components/schemas/ApiErrorType' description: >- A fixed category for the error, helpful for categorizing and processing errors. description: type: string description: A human-readable error description. error_enum: $ref: '#/components/schemas/ApiEnumErrorType' description: >- A stable, machine-readable identifier for programmatically handling specific error conditions. Only present for 4xx client errors—not included for 5xx server errors. Use this instead of parsing the description field, as enum values remain stable across API versions. nullable: true meta: type: object description: Optional additional information about the error. nullable: true required: - type - description ImportedBankStatement: type: object properties: starting_balance: $ref: '#/components/schemas/BankStatementImportBalance' ending_balance: $ref: '#/components/schemas/BankStatementImportBalance' transactions: type: array items: $ref: '#/components/schemas/BankStatementImportTransaction' required: - starting_balance - ending_balance - transactions BankStatementImportCheck: type: object properties: name: type: string enum: - POSTED_TRANSACTIONS_PRESENT - TRANSACTION_AMOUNTS_NON_NEGATIVE - STATEMENT_INTERNAL_BALANCE_CONSISTENCY - TRANSACTION_DATES_WITHIN_STATEMENT_DATES - STATEMENT_DATES_WITHIN_CUSTOM_ACCOUNT_DATES - BALANCE_DATES_WITHIN_BOOKKEEPING_PERIOD - ACCOUNT_BALANCE_CONTINUITY status: type: string enum: - passed - failed - skipped details: type: string violating_transactions: type: array items: $ref: '#/components/schemas/BankStatementImportTransaction' required: - name - status - details - violating_transactions ApiErrorType: type: string enum: - ResourceArchived - AuthFailure - Plaid - Stripe - InvalidState - ResourceNotFound - InvalidParameters - JsonSerialization - Unknown - BadRequest - PaginationCursor - Conflict - LedgerOperationFailed example: InvalidParameters ApiEnumErrorType: type: string description: >- Stable enum values for programmatic error handling. Only present in 4xx error responses. enum: - AccessCodeInvalid - BalanceSheetDoesNotBalance - BalanceSheetMissingAccount - BankStatementAccountDetectionError - BankStatementParsingError - BankStatementParserError - BankStatementValidationError - BillStateError - BulkCategorizeFailure - BulkMatchFailure - BusinessTaskAlreadyCompleted - BusinessTaskDeleted - CalendlyOAuthError - CallBookingError - CantUpdateTransactionInCustomerPayout - CantUpdateTransactionInVendorPayout - CheckPayrollConfigNotFound - CheckPayrollServiceNotFound - ClerkUserAlreadyExists - ConflictingQueryParams - CustomAccountAlreadyExists - CustomTransactionCsvParsingError - CustomTransactionUploadFailure - CustomerPayoutInputFormatError - DoesNotMatchExistingEntity - EmptyBatchRequest - ExpenseParserError - ExternalAccountBalanceReconciliationError - ExternalIdConflict - InvalidCategory - InvalidEffectiveDate - InvalidLedgerOperation - InvalidMonthlyAverageRange - InvalidMultiPartRequest - InvalidPaginationCursor - InvalidPayload - InvoiceDeleted - InvoiceNotFound - InvoiceReferenceMismatch - InvoiceStateError - ManualRateLimit - MultipleTagKeyFiltersUnsupported - NoCognitoUserFound - NoOpeningBalanceFound - NotYetReconciled - OnePasswordApiError - OnePasswordItemNotFound - OnePasswordVaultNotFound - OpenAICategorizationError - PaymentLinkInvalid - PayrollStateError - PeriodIsClosed - PeriodNotClosed - PhoneNumberAlreadyRegistered - PlaidApiError - PlaidConnectionBroken - PlaidCreateLinkTokenError - PlaidCredentialsNotConfigured - PlaidExchangePublicTokenError - PlaidGetInstitutionByIdError - PlaidGetItemError - PlaidInvalidEnvironment - PlaidItemAlreadyExists - PlaidItemNotFound - PlaidProcessorApiError - PlaidUnlinkItemError - QueryParamFormat - QueryParamMissing - QuickbooksBrokenConnection - QuickbooksConnectionAlreadyExists - QuickbooksConnectionAlreadySyncing - QuickbooksConnectionMissing - QuickbooksConnectionNotActivated - QuickbooksInvalidRequest - QuickbooksInvalidState - QuickbooksNoMatchingAccount - QuickbooksNonPostingAccountType - QuickbooksNotConfigured - QuickbooksOAuthCallbackInvalid - QuickbooksOAuthError - QuickbooksTokenExpired - ReadOnlyBusiness - ResourceArchived - ScheduleCNotConfigured - SmsNotEnabled - SpecifiedBadRequest - SpecifiedIdNotFound - SplitTransactionError - StepEvaluationBadRequest - StripeConnectAccountIdNotFound - StripeCredentialsNotConfigured - StripeGetBalanceForConnectAccountFailure - StripeRedirectOrRefreshUrlNotConfigured - TagFilterNotFound - UnexpectedQueryParam - UnitAccountsInUse - WrongAnswerType example: InvalidPayload BankStatementImportBalance: type: object properties: date: type: string format: date amount: type: integer format: int64 description: Balance in cents. required: - date - amount BankStatementImportTransaction: type: object properties: date: type: string format: date amount: type: integer format: int64 description: Transaction amount in cents. direction_reason: type: string description: Explanation of the parsed direction; may be empty. direction: type: string enum: - CREDIT - DEBIT status: type: string enum: - POSTED - PENDING description: type: string required: - date - amount - direction_reason - direction - status - description securitySchemes: BearerAuth: type: http scheme: bearer bearerFormat: JWT ````