Bank transactions can be manually imported using a 'csv' file format.
To obtain bank transactions simply log into your internet banking, select your account and transaction date range, and then select export. When exporting you should be able to choose the file type, in which case you want to choose 'csv'.
Open the csv file to ensure it includes the right information. The first row must contain 'date', 'amount' and 'description'. Or alternatively, 'date', 'debit', 'credit' and 'description'.
Download CSV template
If you're not sure you can download the csv template and then copy and paste the transactions from your bank export into the template.
To import the transactions select 'Bank Feeds' from the left side menu, select the bank account you want to import transactions into, and then select the 'Import CSV' button to upload the csv file.
In a few seconds your transactions will be ready to allocate.
One thing to note, if you're importing transactions for multiple years, the transactions will automatically allocate to the correct financial years in TaxTank for allocating. Use the year dropdown to move between financial years.
