Bank Statement Template
CSV Plain Text File
Step 1. Download .csv template file
Step 2. Update your bank statement into the template
Step 3. Make sure the statement data matched the headings
Step 4. Import the updated .csv file
Notes:
1. Go to your bank's website and export the statement - preferebly in CSV format.
2. Specify the date range and bank account name on left. Select the pre-configured format from the dropdown. If your bank is not listed there, select 'Others' to upload CSV. You can make changes according to the sample file Download File.
3. Select the file and click on Upload.
If the transaction on statement matches with INXIDES transaction, click on reconcile. You can add income or expense transactions in INXIDES if required.
Macro Automated File
Step 1. Download Macro Excel template file
Step 2. Enable Marco file : see how
Step 3. Update statement details into the template
Step 4. Tick and generate the file into .csv
Step 5. Import the converted .csv file
*Be cautious when importing large volumes of data.
*The importing process is irreversible and failure to follow instructions for bulk data imports may lead to errors in your account
If you encounter any errors, please reach out to our Support team.