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How to Upload a Bank Statement for an Existing Account in Sumung

This covers the more targeted path: starting the upload from an account you already have open, instead of the general dashboard toolbar.

Steps

  1. Open the bank account you want to update.
  2. Click "Manage Account" and choose "Import a Statement" under the RECONCILE column.
  3. The account is pre-selected. Drag and drop your file or click "Select File(s)."
  4. Complete the import, then review the Statements and Review Transactions tabs.

Related Articles

  • How to Upload a Bank Statement in Sumung
  • How to Upload Statements for a Specific Bank Account in Sumung
  • How to Re-Upload a Bank Statement in Sumung

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