Banking and settlements
Connect bank accounts and import statements
Add accounts, import statements and keep balances aligned with settlements.
Last updated: 2026-11-09
Add bank accounts
Create a bank account with the institution, account type and currency. The account becomes available for settlements, transfers and balance views.
Use the real account currency. A mismatch between the account currency and the transaction currency produces misleading consolidated balances.
Import statements
- Upload a supported statement file and review the parsed rows before committing.
- Match imported rows to existing planned entries where possible.
- Create new entries only for genuine unmatched movements.
- Review confidence and duplicates before confirming an import.
Keep balances trustworthy
Balances are derived from account data and recorded movements. If a statement import is wrong, correct the import or the affected entries instead of editing a balance directly.