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Bank Recon: how to import the bank statement
Bank Recon: how to import the bank statement
Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 3 months ago

In your Bank Statement Entries tab, click on Import Bank Statement:

There will be a pop-up for you to select your file and choose your financial source, if applicable:

Note: if your bank is not compatible, or your data is not in sorted columns, you can download a generic template (refer to the yellow arrow) to populate this data, however, most CSV/Excel bank statements will be accepted.

When you click "Upload", your Bank Statement Entries tab will be populated with your individual transactions.

Note: if you have Bank Recon Premium, most of your providers will be auto-detected and auto-filled, AND, where Commspace can find an automatic match (e.g., data feeds), your commission statement will be auto-matched:


Read more about premium features in this article.

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