How does the custom bank account feature (CSV upload) work?

In the Banking section of GetMyInvoices, you can view transactions even without a direct bank connection: To do this, upload a CSV or Excel file that you previously downloaded from your bank.

Step 1: Selecting Manual Import

• Go to the Banking section on the left.
• Click “Link Bank Accounts.”
• Select “Custom Bank Account.”
• Click “Continue”

Step 2: Name the account

• Enter a name for the account.
• Optionally, you can upload a logo.
• Select “Save”

Step 3: Upload the file

Upload your bank's Excel or CSV file. Important: The file must not contain any empty columns.

• Check whether the file is semicolon- or comma-separated, and verify the date format.
• Make sure the fields match correctly, such as for transaction date, transaction description, amount, and currency.
• Be sure that payments yo have paid need to have a minus sign.
• Click Save to upload the file.

After a short while, the transactions will appear in GetMyInvoices. Use the suggestions to match them with the corresponding documents.