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What to Do if a Statement Upload Fails in Sumung

An upload can fail or come through incomplete if the file is missing required columns, uses an unsupported layout, or is a low-quality scanned PDF.

Steps

  1. Confirm the file includes Date, Description, and Amount (or Credit/Debit) columns.
  2. If you uploaded a PDF, try exporting the statement as CSV or Excel from your bank instead, since these are more reliable.
  3. Check the Statements tab to see whether any lines came through despite the failure.
  4. Fix the file and re-import only the portion that didn't succeed.

Related Articles

  • How to Handle Partial Transaction Imports in Sumung
  • What File Formats Are Supported for Bank Statement Uploads in Sumung
  • How to Re-Upload a Bank Statement in Sumung

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