Can I import bank statements?


Yes.  The imported data will be merged with the data that is already in the Cashbook.  You will need to download your bank statement as a QIF file from your bank’s website.  For more information, search Cashbook Help for “Importing a Bank Statement”.

If you’re unsure how to download transactions/statements for your bank specifically, please talk to your bank for instructions.

Prefer to see a video tutorial?  See Importing a Bank Statement.