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How To Import Bank Statements?

Moon Team
  • Updated
  1. Navigate to the banking section.



  2. Click on the "Show More" option



  3. Select "Import Statement" from the menu.



  4. Choose the CSV file you want to import.



  5. Here you can also manage the separator, delimiter, and character encoding



  6. Manage your desired fields according to the CSV file's format.



  7. Click on the “preview” button to preview



  8. Click the "Import" button to proceed.



  9. You can view all of your imported bank statements in this section.

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