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.

Durée : 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.

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Miniature de la vidéo : Importing transactions from banks and reconciliation

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Chapitres

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