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How to Import Transactions via Bank Statements in Sumung

This helps you bring historical or offline bank activity into Sumung for accounts that aren't connected via Plaid. Go to Bank Accounts and click "Upload…

Steps

  1. Go to Bank Accounts and click "Upload Statement" (or use "Import a Statement" from an account's Manage dropdown).
  2. Select the Bank Account the statement belongs to.
  3. Drag and drop your file, or click "Select File(s)" - CSV, Excel, or PDF are supported, with CSV/Excel recommended for best results.
  4. Confirm the file includes Date, Description, and Amount (or separate Credit/Debit columns).
  5. Complete the import and review the new lines on the Statements and Review Transactions tabs.

Related Articles

  • How to Upload a Bank Statement in Sumung
  • What File Formats Are Supported for Bank Statement Uploads in Sumung
  • How to Avoid Duplicate Bank Statement Uploads in Sumung

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