Upload a bank statement

Bring your bank transactions in so you can see where money went.

1. Download a CSV or Excel statement from your online banking.
2. Open Upload statement and choose the bank account (or add it).
3. Choose the file and check the preview: dates, amounts and number of transactions.
4. Possible duplicates are flagged before anything is saved.
5. Confirm, then choose Review now.

PDF statements can be read, but the result may be inaccurate. Always compare it with your statement.