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Bank Statement Import File

Please use the template below to import your bank transactions. You need to modify your information from your bank file to match the columns from the template.

Bank Statement Import

The supported date format is DD/MMM/YY. The MMM is the first 3 characters from the name of the month. For example, 1-Jan-20 or 28-Jan-20 are valid date formats.

Before you import the file, you must first delete the header and save the file in csv format.

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