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How to Upload Statements for a Specific Bank Account in Sumung

When you have multiple accounts, it's important to upload each statement against the correct account so balances and transactions stay accurate.

Steps

  1. Open the specific bank account's detail page.
  2. Click "Manage Account" → "Import a Statement," which pre-selects this account.
  3. Upload the file that belongs to this account specifically - double-check the bank name and account number before confirming.
  4. Review the new lines on that account's Statements tab to confirm they landed in the right place.

Related Articles

  • How to Avoid Duplicate Bank Accounts in Sumung
  • How to Switch Between Bank Accounts in Sumung
  • How to Upload a Bank Statement in Sumung

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