1. From Banking, select the bank account you want to import transactions to.
2. From Actions select the drop-down arrow and Import statement.
3. Select your file type.
4. Browse to, or drag and drop the file you're uploading.
5. Select the date format used in your file so we can process it correctly.
6. Add a comment to help you identify the import later.
7. Select upload file.

After the file upload, you need to tell us which transactions show:

• Money coming into the account
• Money coming out of the account

To help with this, we'll display one of your transactions on the screen. Confirm your transaction as either money in or money out of the account to continue.

Your transactions will appear as a list. If there are errors with the way we've categorised these, you can go back to the Verify screen.

Once you've reviewed the transactions select Import transactions. We'll take you back to the Banking screen while we complete the import.

Your imported transactions will show on your bank account tile.