It's possible to import bank transactions easily from the Bank screen, by adding a "Credit card" account, and uploading your transactions from the past.
1- export your previous bank transactions from your bank app
Export all your banking data from your bank account, in .PDF or .CSV format
2- Create a new "Credit card" account
First, connect to the Bank screen on Accountable web.
From this screen, click +Add > credit card
Enter the name of the Account e.g. a temporary name "Jan-July 2023 transactions"
3- Import your bank transactions
Upload your bank transactions document (in PDF, image, or CSV). The system will scan the document and retrieve individual transactions. Read our Privacy policy.
Select "Review"
From the next screen, you can update, add, or delete a transaction
After you confirm, transactions will be visible like a normal bank account and are ready to be classified.
