Bank data: statement import, no aggregator

Decided 2026-09-15 by Angel (task 160). The Chase transactions reach the books by monthly statement import: a person downloads the statement from Chase and uploads it on the books page. No aggregator (Plaid, Teller, SimpleFIN, Chase OAuth) holds a standing connection to the business account.

Why: free, nothing outside the shop touches the account, and at this volume the upload is a five-minute monthly chore. Aggregators break and hold continuous read access; the convenience is not worth that for a two-person shop.

How it runs: a recurring Finance task, "Import last month's Chase statement", due on the 5th of each month, assigned to Administration until Finance has a person; it recurs when closed (SOP-017 Chores and recurring work). Revisit at a quarterly review if the volume grows.