# Bank statement import

**URL:** <https://forum.manager.io/t/bank-statement-import/10264>\
**Category:** Uncategorized\
**Created:** [June 28, 2017, 12:27am UTC](https://forum.manager.io/t/bank-statement-import/10264 "2017-06-28T00:27:41Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Wmckenrick](https://avatars.discourse-cdn.com/v4/letter/w/6de8d8/32.png) [@Wmckenrick](https://forum.manager.io/u/Wmckenrick)\
**Post date:** [June 28, 2017, 12:27am UTC](https://forum.manager.io/t/bank-statement-import/10264/1 "2017-06-28T00:27:41Z")

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I am trying to impot my bank information but there is no import option, why? I set the start date and the opening balance is zero

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [June 28, 2017, 12:34am UTC](https://forum.manager.io/t/bank-statement-import/10264/2 "2017-06-28T00:34:22Z")

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Follow this Guide: [Import bank statements | Manager](https://www.manager.io/guides/import-bank-statements).

If no button appears, you did not designate the cash account as being maintained by a financial institution. See this Guide: [Set up a cash account | Manager](https://www.manager.io/guides/set-up-a-cash-account).

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**Author:** ![Wmckenrick](https://avatars.discourse-cdn.com/v4/letter/w/6de8d8/32.png) [@Wmckenrick](https://forum.manager.io/u/Wmckenrick)\
**Post date:** [June 28, 2017, 12:36am UTC](https://forum.manager.io/t/bank-statement-import/10264/3 "2017-06-28T00:36:47Z")

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thanks I did that and still no import function

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [June 28, 2017, 12:59am UTC](https://forum.manager.io/t/bank-statement-import/10264/4 "2017-06-28T00:59:27Z")

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Post a screen shot of your Cash Accounts register. Obscure the amounts if you want for privacy:

 ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/a/a3abb43f42b9e6903ca7af9344f8353c86dfbb6c.png)

Then post a screen shot of the edit screen for the bank account in question.:

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/6/682a01c6f12ea3f7561c3d02b200ee60aa6232f7.png)

Then go back to the main listing of cash accounts and click on `Cleared balance` for the bank account and post a screen shot of the result:

 ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/d/d6dfa3f4622edc4cedda7b63f6d1fa071d13dedc.png)

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<div class="post-metadata">

**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:26pm UTC](https://forum.manager.io/t/bank-statement-import/10264/5 "2023-01-18T15:26:22Z")

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