Import Bank Transactions
When you import transactions from your bank statement, you can import bank transactions from a text file, such as a .txt or .csv file.
Prerequisites: Before you can import transactions, you must do the following:
- Set up a bank in
This includes completing the configuration on the Import tab of the Banks form. You specify the data (fields) to import from the file and the formatting of data.
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- Obtain the file that contains bank transaction data from your bank. Many banks allow you to download the information from a secure bank website. You must convert it to a file format that matches the import file configuration that you set up.
If the bank transaction contains numeric values (for example, transaction amount) with blank spaces, Vantagepoint removes the spaces during import.
- Remove data from the import file that you do not want to import. If there is data in the import file that does not match pre-defined fields, define these fields on the Import tab of the Banks form.
- Create a bank statement in , to which you will import bank transactions.
To import transactions from a bank statement:
Parent Topic: How to...