Lesson 2 of 3 · 2 min

Uploading your bank statement

Download your statement as CSV or Excel and upload it to the account: most lines match themselves. Why there's no automatic feed.

  1. From your bank's website or app, download the statement as CSV or Excel (.xlsx). In Banking, open the account, press Upload a statement and choose the file. Ledger works out which column is the date, the description and the money (one Amount column, or Money out and Money in), and shows them under Which column is which for you to check.

  2. Upload a statement

    Press Upload and, as it lands, a line that's the same money as exactly one entry in your books, a few days either side, is matched straight away. Upload overlapping statements without worry: lines already in from an earlier upload are skipped. Then Start matching the rest.
  3. Why not an automatic bank feed? Ledger doesn't connect to banks by itself yet: no bank in Pakistan offers that to small businesses, so there's none in this version, anywhere. A statement once a week or once a month takes a minute.

Try it

Opens Ledger. You'll be asked to sign in first; new businesses get a free week, no card needed.

Open an account, in Banking

Quick check

One quick question. Pick an answer and Leo will tell you how you did.

1. You upload September's statement, then one covering 15 September to 15 October. What happens to the lines already in?

Try it in Ledger, free for a week

Every lesson's Try it opens the real page, with Leo pointing the way.

Get startedSign in

Free for the first week · no card to start · Rs 1,500 a month afterFree for the first week · no card to start · £5 a month afterFree for the first week · no card to start · $6 a month after