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How to import previous bank transactions
How to import previous bank transactions

You are just starting in Accountable, and need to add all bank transactions as from January, here is how to do it

Simon avatar
Written by Simon
Updated over a week ago

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

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