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
🏷️ Example
1. Open a bank account from the bank menu.
![upload bank statement](/images/user-guide/upload-bank-statement.webp)
2. Click on the 'Import Statement' button in the bank view page.
![upload bank statement 2](/images/user-guide/upload-bank-statement2.webp)
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.
![upload bank statement 3](/images/user-guide/upload-bank-statement3.webp)
4. Copy and paste the data (including the header) into the textarea and click 'Continue'.
![upload bank statement 4](/images/user-guide/upload-bank-statement4.webp)
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.
![upload bank statement 5](/images/user-guide/upload-bank-statement5.webp)
🏁 Results
Your task list now contains a new entry, ready for clearing.
![upload bank statement 6](/images/user-guide/upload-bank-statement6.webp)