If you have a non-bank-feed bank account, you're still able to import your transactions with our CSV importer.
Note that currently you can only import manual bank transactions for a non-bank-feed account.
First export your bank transactions as a .csv file from your bank.
Go to the bank statement import
Within the bank account overview open the Manage account dropdown and click Import bank satement . This will open the .csv import for this bank account.
Upload .csv file
The first step is to upload your .csv file. You can either drag and drop the file into the upload area, or select a file from your computer
After you've uploaded your file, click the Next button to go to the Import Settings step.
Import Settings
Within the import settings you map your columns from your .csv file to the correct fields needed for Cybooks.
Column heading
If your .csv file contains a heading, you can check the checkbox Column heading to tell Cybooks to skip the heading row within your .csv file.
Preview of columns
When you .csv file can be read, you will get a preview of the column heading within your actual .csv file.
Column heading from CSV file shows you the column name - or the heading name - of your .csv file. Next you see the Preview from CSV file wich shows you a preview of the actual transaction data.
Map the column
The next step is to map the column from your .csv file to the correct field in Cybooks.
In our example we have to map the Date column from the CSV to the Date of transfer field in Cybooks.
Review and import
After you've mapped your fields, you can go to the last step where you get an overview and also a preview of all transactions that will be imported.
When everything is correct you can click the Complete button at the top right to import all your transactions.
After the completion of the import, you will be redirected bank to your bank account reconcile overview.
Now you're able to reconcile your transactions 👍
