Keep-It-Simple Accounting Software

Yes, you can import your bank statements into Cashbook. 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 in the software’s Help for “Importing a Bank Statement”.

If you’re unsure how to download transactions/statements for your bank specifically, please see Downloading Bank Statements.

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