Pandle's Imports tool lets you upload bank statements from any bank in the world straight into your bookkeeping. If Pandle doesn't currently offer a default import format for your bank, you can create a custom file import, and save it for future use.

Before you start, you will need to:

  • Add your bank account to Pandle and set the entry method to 'File Import' before creating a custom bank import for it.

  • Download your transactions (or bank statement) from your bank as a .CSV file.

Click 'Banking' in Pandle's navigation menu and select 'Bank Accounts' from the menu.

Then click the 'Enter Transactions' button.

Use the dropdown menu in the pop-up box to select the bank account you are creating a custom import for, and click 'Enter Transactions'.

On the Bank Entries screen, click the 'Custom Import Formats' button.

Then, on the Custom File Import Format screen (which will list any custom formats that you create), click 'Add New Custom File Import'.

Name your import (so that you can identify it in the future), and either drag and drop the .CSV file that you downloaded from the bank, or click 'Browse Files' to select it from your device.

Pandle will then ask you to confirm which row of data in the uploaded file shows the heading for each column, and to confirm where the first row of data (transactions) begins.

Next, Pandle will need to know which heading:

  • Is the date, and what format the date is in

  • Contains the description

  • Shows the amount, and what format the amount is in. Some banks keep the amount under one heading, while others have a heading for money in, and a heading for money out.

Finally, click 'Save File Import Format'. The new format will be available next time to need to upload a file.

Related articles

Add an account to Pandle

Entering bank transactions using bank imports

Using the Banking screen

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