Help Centre

How do I import a bank statement from a CSV file?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions.

Where to find it

Accounting → ⋮ → Import from CSV (or Import bank CSV on the empty Overview).

Steps

  1. Which statement are you importing?: drag your CSV in or click to browse.
  2. Which columns hold the date and amount?: Column to use as date and Column to use as amount.
  3. Anything else to bring in? (optional): columns for payment method, transaction party and description.
  4. Which rows should we import?: tick the rows to import. Rows marked Possible duplicate ("Already recorded: …") start unticked.
  5. Click Import.

What happens next

"Import started" / "Transactions appear in your list as they're processed. This can take a few minutes." Each row becomes a Draft entry; find them with Overview → Filters → Status → Draft, and post them from there or code them.

Troubleshooting

  • "Nothing to import" / "Select at least one transaction to import."
  • A malformed amount, impossible date or ambiguous date fails the whole import; fix the file and try again.
  • "Choose the CSV statement to import": no file picked.
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