How to Upload Your UBS Statement to Monavio
Follow these steps to download your UBS (Switzerland) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Bank UBS
Country 🇨🇭 Switzerland
Statement Format PDF
Step-by-Step Guide
- 1
Log in to UBS E-Banking at ubs.com/e-banking.
- 2
Go to "Documents" or "Account Statements".
- 3
Select the desired account and time period.
- 4
Click on the statement to download it as a PDF.
- 5
Save the file to your device.
- 6
Upload the PDF to Monavio to automatically extract all transactions.
Tips & Common Issues
- ✓ UBS statements may be in German, French, Italian, or English depending on your region.
- ✓ Multi-currency accounts show transactions in their original currency — Monavio handles this automatically.
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