{"id":30171,"date":"2025-02-18T12:02:16","date_gmt":"2025-02-18T12:02:16","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=30171"},"modified":"2025-02-18T12:02:16","modified_gmt":"2025-02-18T12:02:16","slug":"importing-the-bank-statement","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/importing-the-bank-statement\/","title":{"rendered":"Importing the Bank Statement"},"content":{"rendered":"<ul>\n<li>Click on \u201c<strong>Finance<\/strong>\u201d from the main menu.<\/li>\n<li>Click on \u201cTreasures &amp; Bank Accounts\u201d.<\/li>\n<li>Choose the bank account you want to import its statement.<\/li>\n<li>Click on \u201c<strong>Import Bank Statement<\/strong>\u201d within the bank account actions.<\/li>\n<li>Select the statement file you wish to import.\n<ul>\n<li>Use a ready-made statement model by clicking on \u201c<strong>Download Sample<\/strong>\u201c, edit your data on it, and then import it.<\/li>\n<\/ul>\n<\/li>\n<li>Specify the format of the uploaded file:\n<ul>\n<li>Comma Separated<\/li>\n<li>Semicolon Separated<\/li>\n<li>Tab Delimited<\/li>\n<\/ul>\n<\/li>\n<li>Click on the \u201c<strong>Next Step<\/strong>\u201d button.<\/li>\n<li>Map each column inside the file to the columns within the system.<\/li>\n<li>Click on \u201c<strong>Import<\/strong>\u201c.<\/li>\n<\/ul>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2120],"tags":[],"class_list":["post-30171","tutorial","type-tutorial","status-publish","hentry","category-treasuries-bank-accounts"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Importing the Bank Statement - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/importing-the-bank-statement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing the Bank Statement - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on \u201cFinance\u201d from the main menu. 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