Upload a statement

Backup for an account the bank connection can't reach. CSV files only.

1. Account

Which account is this file for?

Your linked banks send their own charges, so they don't need uploads. Use New account for a bank that isn't linked.

Bank Account name Type Last 4 digits (optional, never the full number)

2. File

Choose the CSV file

Which column is which?

I don't know this layout yet. Tell me once; I'll remember it for files with the same headers.

Date Date order Description Amount is in

Amount Charges are positive numbers in this file

Debit (money out) Credit (money in)

Preview

Rows I couldn't read

These were left out, not guessed. Fix them in the file or add them by hand.