If you don't have bank feeds set up 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. See Bank feeds. Downloading statements from your bankBefore you can import a bank statement, you'll need to download it from your internet banking website. Log in to your bank account and save the bank statement as a .QIF or .OFX file. If you have a choice of date formats, choose dd/mm/yy. 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.
- If you're importing several months’ worth of statements, it's best to import and reconcile them one month at a time. This will make it easier to manage a large backlog of transactions.
- If you’re not sure what statements you’ve already imported, click the Import History button. See Viewing your bank statement import history.
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title | Import a bank or credit card statement |
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