How to Upload Your Caixa Geral de Depósitos Statement to Monavio
Follow these steps to download your Caixa Geral de Depósitos (Portugal) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Step-by-Step Guide
- 1
Log in to Caixadirecta Online at cgd.pt.
- 2
Navigate to "Accounts" and select the desired account.
- 3
Click on "Statements" or "Documents".
- 4
Choose the statement period you want to download.
- 5
Click "Download PDF" to save the file.
- 6
Upload the PDF to Monavio — transactions will be extracted automatically.
Tips & Common Issues
- ✓ CGD statements include both movement date and value date — Monavio uses the movement date for transactions.
- ✓ Statement format is consistent across account types.
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