Skip to main content

How to import bank transactions manually

Learn the process of manually importing bank transactions into TaxTank for accurate record-keeping.

Updated over 2 weeks ago

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 unsure, you can download the CSV template from the bottom of this article or in TaxTank by clicking the Download button in your account under Bank Feeds, then copy and paste your bank transactions into the template.

Screenshot of TaxTank's Download button for manual transactions

To import the transactions, select the financial year the transactions apply to, select 'Bank Feeds' from the left side menu, select the bank account you want to import transactions into, and then select the Import 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, you will need to import the transactions for each financial year.

Did this answer your question?