Import Bank Statement

Import and reconcile your bank transactions

Upload Bank Statement

Upload your bank statement file to import transactions

Select Bank

Select Account

Upload Statement File

Drag and drop your CSV, OFX, or QFX file here, or click to browse

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Help & Instructions

Learn how to prepare and import your bank statement

Supported File Formats

We support CSV, OFX, QFX, and Excel (XLSX) file formats. Most banks allow you to export your statements in one of these formats.

How to Export from Your Bank

Log in to your online banking portal, navigate to your account statements, and look for an "Export" or "Download" option. Select CSV or OFX format if available.

Need a Sample Template?

If you're preparing your own file, you can download our sample template to ensure the correct format.

Important Note

Make sure your file includes transaction dates, descriptions, and amounts at minimum. Additional fields like reference numbers will improve matching accuracy.