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April 8, 2020
Question

How can I add a statement from last year to my account?

  • April 8, 2020
  • 1 reply
  • 5 views
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1 reply

April 8, 2020

Hi marynok-julie. If you haven't already, I suggest you try using the automated bank feed to perform this. Follow our article on  setting up bank feeds. When you set up a new bank feed, your bank may allow you to import transactions from that time period.

 

Not all banks allow this feature, however most of them do offer at the very least a CSV download of the transactions. We also have an article on the proper format and how to upload the CSV file

 

These are all the options we have available to import bank transactions, but if you need anything else let me know.