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How to import a bank statement?

In order to import the bank statement, please follow the steps provided below :

  • Go to the Banking tab and select the appropriate bank account.
  • Click Import Statement button in the bank transaction list page
  • You could import the statements in five file formats - csv, tsv, ofx, qif and CAMT.053. Select your file.

Import statement

Select file type for importing

Single field for both deposits and withdrawals

Single field for both deposits and withdrawals

Separate fields for deposits and withdrawals

Separate fields for deposits and withdrawals

Import statement preview

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