Once you have been imported your bank statement you will need to begin explaining each payment and receipt.

How to import a bank statement

This guide demonstrates how to explain either a payment or receipt as a transfer of money from one bank account to another.

Step 1.

Navigate to Money > Bank accounts.

Bank accounts

Step 2.

Click on the Explain link for the appropriate imported bank statement.

Step 3.

Select the item you want to explain and click on the amount.

Step 4.

Click on the Transfer tab. Select the bank account the money is being transferred from for receipts and the bank account the money is being transferred to for payments.

Step 5.

Hit the Confirm transfer button to complete.

Technical support is available from Monday to Friday, 9 - 5.

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