Importing transactions from banks and reconciliation

Name: Importing transactions from banks and reconciliation
Uploaded: 2026-10-19T13:52:47.298788Z
Duration: 5 min 3 s
Description: Bring in your history from your bank's file or another app, review what's imported before saving it, and reconcile each account with the statement.

Dauer: 5:03

Bring in your history from your bank's file or another app, review what's imported before saving it, and reconcile each account with the statement.

Die Videos gibt es auf Spanisch und Englisch. Ein Kürzel markiert die Lektionen, die in einer anderen Sprache gezeigt werden.

Video-Vorschaubild: Importing transactions from banks and reconciliation

Auf YouTube ansehen

Kapitel

0:00 Introduction
0:37 Contents
0:54 1. Set up the account · 1.1 The bank account
1:27 1.2 A bill you already recorded
2:01 2. Bring in your bank's file · 2.1 Teach the format once
2:46 2.2 Import the file
3:09 2.3 Review before saving
3:46 3. Reconcile with the statement · 3.1 Match the account with the bank
4:35 3.2 The balance, now cleared