Import Bank Transactions

Import Bank Transactions

Reconcile your books by importing bank statements and matching transactions.

How to Import

1. Go to Bank Transactions from the sidebar
2. Click Import
3. Upload a CSV file exported from your bank
4. Map the columns (date, description, amount, etc.)
5. Click Import

Categorising Transactions

Once imported, each transaction appears as Unreviewed. Categorise them as:

• Income — match to a paid invoice
• Expense — match to a recorded expense
• Transfer — internal transfers between accounts
• Ignored — ATM fees, duplicates, or irrelevant entries

Automatic Matching

OneBookPlus tries to match transactions to existing invoices and expenses automatically based on amount and date. You'll see a confidence score — review and confirm each match.

Duplicate Detection

If you import the same statement twice, OneBookPlus detects duplicate entries and skips them.

**Tip:** Import your bank statements weekly or monthly to keep your books reconciled.