Steps
- Prefer CSV or Excel over PDF for large files, since these are explicitly recommended for best results.
- Confirm the Date, Description, and Amount (or Credit/Debit) columns are present and consistent throughout the file.
- If the upload is slow or fails, split the file into smaller date ranges and import each separately.
- After import, check the Statements tab to confirm the full range came through before importing the next chunk.
Related Articles
- What to Do if a Statement Upload Fails in Sumung
- How to Handle Partial Transaction Imports in Sumung
- What File Formats Are Supported for Bank Statement Uploads in Sumung
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