How to get your bank CSV:
Most banks let you export transactions from your online banking portal. Look for "Download" or "Export" → choose CSV format. Each bank has slightly different column names — our importer handles all formats.
No bank transactions imported yet
Reconciliation Report
Reconciled
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In Books, Not in Bank
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Entered but no matching bank txn
In Bank, Not in Books
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Bank txn with no book entry
In Books, Not in Bank
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In Bank, Not in Books
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Import Bank Statement CSV
Upload a CSV export from your online banking. Any format works — you'll map the columns in the next step.
Click to select CSV
Map your columns
Preview
Close Accounting Period
Closing a period locks it so no new entries can be accidentally added. You can reopen it any time.