Import your statement in 3 steps Step 1 of 3 Upload your fileįrom Banking, select the bank account you want to import transactions to.įrom Actions select the drop-down arrow and Import statement.Ĭhoose Select file and find the bank statement file on your computer. You'll need to move each tab to the first tab position before starting a new import. Upload each tab individually, using the same file. Upload the data from each tab as a separate file. If you want to import data from other tabs in your file, you can:
If you’re uploading an XLS or XLSX file, we can only process the first tab in your file. If you want to upload more detailed transaction information, you can add additional columns in your file. Payments out must be in the Money out column. Payments in must be in the Money in column. The Money in and Money out columns must only contain numbers. The file must contain columns labelled Date, Description, Money in, Money out and be in that order. Payments in and payments out must both be in the Amount column. The Amount column must only contain numbers. The text in the Description column must all be on 1 line. The Description column must contain text and not left blank. The file must contain columns labelled Date, Description and Amount and be in that order.ĭates in the Date column must be separated by a slash, such as. There two ways to create the CSV file to importĪdjust the CSV file from your bank to match one of our CSV file templates.ĭownload a template file, then copy and paste information from your bank into our template.
The file must contain information in the correct date, amount and description formats listed in the steps below. The headers you need to use will depend on the file type and how many columns are in your file. Your file must contain the right headers so we can upload it.
0 kommentar(er)
