I was wondering how I can import and bank statement and then reconcile the transactions into Bullet as Money In/Money Out …. I am doing that manually at the moment … and its painful

I was wondering how I can import and bank statement and then reconcile the transactions into Bullet as Money In/Money Out …. I am doing that manually at the moment … and its painful

1 answer

Peter Connor Staff May 28, 2016
Public

Hi. Click on ‘Bank’ on the left menu. Then click import statement. Pick your bank or download our csv file. Import to Bullet and off you go.

#answer-3392
  1. infojasc May 28, 2016
    Great - 4What do I see after the import has run?
  2. Peter Connor May 28, 2016
    All your imported items. Money in/out. Then Bullet tries to find a match. If it's not there it will take the elements from the item and create a bill/invoice.

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