# Importing bank statements

**URL:** <https://forum.manager.io/t/importing-bank-statements/5484>\
**Category:** Uncategorized\
**Created:** [April 20, 2016, 9:35am UTC](https://forum.manager.io/t/importing-bank-statements/5484 "2016-04-20T09:35:28Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [April 20, 2016, 9:35am UTC](https://forum.manager.io/t/importing-bank-statements/5484/1 "2016-04-20T09:35:28Z")

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

Go to `Cash Accounts` tab.

[![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/1/0/10c06f8a8f55710a9113507b19246434972f6f72.png) ](https://i.imgur.com/bpRPvj5.png)

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

[![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/6/f6defedf0c1676d078e9557dc337162cec4fe16d.png) ](https://i.imgur.com/2yteVwU.png)

Click `Import Bank Statement` button.

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/74d4ac66b1b163f2f4510e40c4de3781cffc70bf.png)

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

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/77a604e5945c74a5e3d435092be5234acf3d1454.png)

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

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/2/2f5a25bd8a5b0d4c147083a5bf9207efca1f46e6.png)

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

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/d/d5fcab8ff7f1568d2e4e242a6a90f52b88f09322.png)

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

- Date
- Payee
- Reference
- Description
- Amount

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**Author:** ![jefftheiler](https://avatars.discourse-cdn.com/v4/letter/j/f17d59/32.png) [@jefftheiler](https://forum.manager.io/u/jefftheiler)\
**Post date:** [June 8, 2016, 8:33pm UTC](https://forum.manager.io/t/importing-bank-statements/5484/2 "2016-06-08T20:33:23Z")

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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?

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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 8, 2016, 8:56pm UTC](https://forum.manager.io/t/importing-bank-statements/5484/3 "2016-06-08T20:56:19Z")

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Bank accounts were combined with cash accounts. See [[16.5.6] Merged bank accounts into cash accounts tabs - #40 by yasiph](https://forum.manager.io/t/16-5-6-merged-bank-accounts-into-cash-accounts-tabs/5870/40). Everything works exactly the same way.

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<div class="post-metadata">

**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:** [April 19, 2017, 5:08pm UTC](https://forum.manager.io/t/importing-bank-statements/5484/4 "2017-04-19T17:08:23Z")

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