How-to guide

How to Organize Bank Statements

  1. Create accounts for chequing, savings, and more.
  2. Set opening balance to match your statement start.
  3. Import transactions; running balance computes from opening balance plus activity.

Feature detail: Bank Account Management · Help article

FAQ

Frequently asked questions

How to Organize Bank Statements?
Create accounts for chequing, savings, and more. Set opening balance to match your statement start. Import transactions; running balance computes from opening balance plus activity.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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