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.
1️⃣ Export your previous bank transactions from your bank app
Export all your banking data from your bank account, in .PDF or .CSV format. 📄
2️⃣ Create a new "Credit card" account
First, connect to the Bank screen on Accountable web.
From this screen, click +Add > credit card
Or you go to your settings > bank settings > click on "Add new" > choose credit card:
Enter the name of the Account e.g. a temporary name "Jan-July 2023 transactions"
3️⃣ Import your bank transactions
Upload your bank transactions document (in PDF, image, or CSV). The system will scan the document and retrieve individual transactions. 📥🔍
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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. ✅
🎥 Would you rather watch it live than read about it? In our Accountable Live webinar, we’ll guide you step by step through the web version – from your first entry right through to your tax return. Register here!