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How do I import bank statement data
- On the dashboard, click on Import Data for the relevant bank account.
- On the import page, click on the "Browse" button
- A pop up box will appear, in which you are able to navigate around your computer.
- Locate the CSV file you you wish to import, and click on it.
- You will be returned to the Import page.
- Click on “Import Statement”
- A new page will appear showing the data that has been imported.
- Review the data to make sure that you are importing the correct data to the correct bank account.
- Click the “Confirm” button, and you will be returned to the dashboard.
- Months containing the imported data will:
- change in colour from grey to yellow or red
- be added to “Awaiting Completion” on the left had side
- On the dashboard, click on Import Data for the relevant bank account.
- On the import page, click on the "Browse" button
- A pop up box will appear, in which you are able to navigate around your computer.
- Locate the CSV file you you wish to import, and click on it.
- You will be returned to the Import page.
- Click on “Import Statement”
- A new page will appear showing the data that has been imported.
- Review the data to make sure that you are importing the correct data to the correct bank account.
- Click the “Confirm” button, and you will be returned to the dashboard.
- Months containing the imported data will:
- change in colour from grey to yellow or red
- be added to “Awaiting Completion” on the left had side
