Import a bank statement from a spreadsheet

To import a bank statement using a spreadsheet, select a bank account from the accounting dashboard and click "Import a Statement".

The spreadsheet has to be saved as a CSV file and must contain the following headers:

• Date: transaction date
• Description: transaction description
• Received: amount received in the transaction
• Spent: amount spent in the transaction
• Balance: bank account balance after the transaction

Upload the CSV file by clicking the "Choose File" button and then click "Import".