Statements
You can import your bank and credit card statements which you downloaded from your
Internet Banking site. Any CSV (comma separated values) format is fine. You can
define the file format of your statements and save it for future imports.
Once imported the statement lines will be matched (reconciled) against manually
created or recurring transactions. Most transactions are reconciled automatically
for you - in some cases where there is ambiguity you can manually select matching
transactions. You can then also select from the remaining statement lines which
ones you want to import as transactions (useful for your day-to-day shopping etc).
To make things even easier for you you can define
filters which will automatically applied
on import (you can also run them from your transaction history)!
Continue to
Filters