Import Bank Transactions

Reconcile your books by importing bank statements and matching transactions.

How to Import

1. Go to Bank Transactions from the sidebar
2. Click Import
3. Upload a CSV file exported from your bank
4. Map the columns (date, description, amount, etc.)
5. Click Import

Categorising Transactions

Once imported, each transaction appears as Unreviewed. Categorise them as:

• Income: match to a paid invoice
• Expense: match to a recorded expense
• Transfer: internal transfers between accounts
• Ignored: ATM fees, duplicates, or irrelevant entries

Automatic Matching

OneBookPlus tries to match transactions to existing invoices and expenses automatically based on amount and date. You'll see a confidence score: review and confirm each match.

Duplicate Detection

If you import the same statement twice, OneBookPlus detects duplicate entries and skips them.