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Bank Recon: how to import the bank statement

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 10 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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