You can import previous bank transactions directly from the Bank screen in Accountable, by adding a "Credit card" account and uploading your past transactions.
This article walks you through each step: exporting your data from your bank, creating a credit card account in Accountable, and importing your transactions.
1️⃣ Export your previous bank transactions from your bank app
Export all your banking data from your bank account in .PDF or .CSV format. 📄
2️⃣ Create a new "Credit card" account
Go to the Bank screen on Accountable web.
From this screen, click +Add > Credit card.
Or go to Settings > Bank settings > click Add new > choose Credit card:
Enter a name for the account, for example a temporary name like "Jan, July 2023 transactions".
3️⃣ Import your bank transactions
Upload your bank transactions document (in PDF, image, or CSV format). Accountable will scan the document and retrieve your individual transactions. 📥🔍
Read our Privacy policy.
Select Review.
On the next screen, you can update, add, or delete a transaction.
Once you confirm, your transactions are visible just like a normal bank account and are ready to be classified. ✅
🎥 Prefer to watch rather than read? In the Accountable Live webinar, we guide you step by step through the web version, from your first entry right through to your tax return. Register here.
Key takeaways
Export your bank data in .PDF or .CSV format from your bank app before importing.
In Accountable, create a Credit card account to hold your imported transactions.
After uploading, review each transaction before confirming so you can update, add, or delete entries.
Once confirmed, imported transactions behave like a normal bank account and are ready to classify.
Need help? Chat with us or email support@accountable.eu, we're happy to help.