Import - Specify Options

You might (if you are importing a CSV file) need to select the account that this statement was taken from (your bank or credit card account).

To select the account you can either start writing the name of the account in the ‘Account’ text field or just enter a space and a list of accounts will appear for you to select from.

You also/alternatively might need to select the currency that the statement is in (e.g. GBP, EUR, USD). This will only happen if you are importing a statement that’s in a foreign currency

To select the currency you can either start writing the name of the currency in the ‘Currency’ text field or just enter a space and a list of currencies will appear for you to select from.

Once you have completed all the required fields press the ‘Next’ button.