Uploading Statement Files
- Navigate to Bank Accounts → Select account
- Click Upload Statement
- Select your file (PDF, CSV, or Excel)
- Review transactions
- Click Import
Supported File Formats
- PDF bank statements
- CSV files
- Excel files (XLS/XLSX)
1. Bank Accounts
Importing Bank Statements
Import bank statements and transactions into AccAssistant
Import bank transactions from your statement files.