Import bank statement

1

Hi,
I am new here and can not find the answer to my question.

In the guides it is said that you can import bank statements, but if I follow the instructions and click new banktransactions I ony see “spend money” and “reciece money”

Where do I go wrong

Kind regards, Jasmijn

2

Do you have a bank account defined in the Bank Accounts tab? What version of Manager are you running?

3

Hi,
I am running 17.12.61, I think this is the latest version.

But I found out how it works, it is not as the guide says it works but you have to add the Button Banktransactions on the left side.
By clicking this button you get a pages which makes it possible to import banktransactions.

Thank you for the quick reply

4

Yes, it is. Here is a screen shot directly from the Guide:

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5

I am using Desktop v18.4.68 (the latest), bank account is setup but still cannot find “Bank Transactions” button on the left.

6

You need to go to Customise, under the Settings tab and click on Bank Transactions so as to enable that tab.

7

Thank you, Brucanna.2018-05-09_212642