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How to Upload a Bank Statement in Sumung

Uploading a statement brings transactions into Sumung for accounts that aren't connected via Plaid, or for backfilling history.

Steps

  1. Go to Bank Accounts and click "Upload Statement" in the toolbar.
  2. Select which Bank Account the statement belongs to.
  3. Drag and drop your file, or click "Select File(s)". CSV, Excel, or PDF are supported.
  4. Confirm the file has Date, Description, and Amount (or Credit/Debit) columns.
  5. Complete the import and review the new lines.

Related Articles

  • How to Import Transactions via Bank Statements in Sumung
  • What File Formats Are Supported for Bank Statement Uploads in Sumung
  • How to Avoid Duplicate Bank Statement Uploads in Sumung

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