Import a bank file

Bring in your bank or card statement. No bank login: you download the file and drop it in.

  1. Tap + Add, then File, and pick the statement your bank gives you. Or go to Account, then Bank files, and tap Add a bank file.

  2. A CSV goes in as it is. Premium A PDF or a photo is read for you.

    The Add from your bank window
  3. Pick the Property, check the rows, and tap Import, the button with the count. Nothing saves until you say go.

Can't find it? Ask Moolah in the app, or write to hello@thepropertyledger.app.