Upload bank statement

Uploading bank statements has become a lot easier with our copy and paste functionality. This means you don't have to save the file somewhere and then find it again to upload.

🧭 Navigation Menu

Finance ➡️ Banking ➡️ Banks ➡️ Import Statement

🏷️ Example

1. Open a bank account from the bank menu.

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2. Click on the 'Import Statement' button in the bank view page.

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3. Download the .csv file and use it as an example. Don't forget to copy the header as well. Headers are case sensitive, so make sure they are identical.

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4. Copy and paste the data (including the header) into the textarea and click 'Continue'.

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5. You can see the total amount ready to be imported in the preview tab. Make sure this matches your actual bank statement as of the last transaction date.

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🏁 Results

Your task list now contains a new entry, ready for clearing.

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