If you haven't set up bank feeds for any of your bank accounts or credit cards, you can import an electronic bank statement instead. This will let you work with the bank transactions in the same way you would if you had bank feeds. See Working with bank transactions.
If you've got bank feeds, you don't need to import statements unless you want to import bank transactions from before your bank feed was activated. See Bank feeds.
Downloading statements from your bank
Before you can import a bank statement, you'll need to download it from your internet banking website. Save the bank statement as a .QIF file, and if you have a choice of date formats, choose dd/mm/yy.
|UI Text Box|
Most banks allow you to download bank statements in the .QIF file format–you shouldn't need to convert them from other formats, such as PDF. Refer to the help in your internet banking site to learn how to download or export your bank statements, or check with your bank.
Tips for importing statements:
- You don't need to import statements in date order. You can import statements from earlier or later than the last one imported.