Importing bank statements

1

To save time, you can import bank statement transactions instead of manually entering them. To import a bank statement:

Go to Cash Accounts tab.

Click the amount from the Cleared balance column of the bank account you are importing transactions into.

Click Import Bank Statement button.

Select the file on your computer containing the transactions you exported from your bank account and press the Next button.

Review details of the transactions to be imported and press the Import button.

Your transactions will be imported and your statement balance will be updated.

If you import a CSV file, Manager will recognize the following columns:

  • Date
  • Payee
  • Reference
  • Description
  • Amount
3 Likes
2

I am a new user of the Desktop Edition, and I do not see the “Bank Accounts” tab anywhere, is this feature included with the Desktop Edition?

3

Bank accounts were combined with cash accounts. See [16.5.6] Merged bank accounts into cash accounts tabs - #40 by yasiph. Everything works exactly the same way.