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Support Center / Bank Transactions / Features

Import Bank Transactions

Import transaction activity into Truewind when new source data needs review, resulting in transactions ready for categorization and reconciliation.

Workflow

Step 1

Open Bank Transactions

Start in Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.

Screenshot showing Bank Transactions with all bank accounts selected and transaction rows visible.

Step 2

Open import setup

Click Import to start the transaction import flow before choosing a bank account and file.

Screenshot showing the Transaction Import setup step with bank account and file fields.

Step 3

Choose account and file

Select the destination bank account, then upload a CSV, TXT, or PDF file that contains the transactions.

Screenshot showing Brex Card Account selected and a CSV transaction file uploaded.

Step 4

Map file columns

Confirm the header row, amount format, date format, and column mappings before previewing the import.

Screenshot showing the Map file columns step with detected headers, file settings, and column mappings.

Step 5

Review transactions

Check the preview rows and sign handling so income and expense amounts will be imported correctly.

Screenshot showing the Review transactions step with sign handling options and parsed transaction rows.

Step 6

Select rows

Select the transactions you want to import; the Import button becomes available once at least one valid row is selected.

Screenshot showing all preview rows selected and the Import button enabled.

Step 7

Confirm import

Review the confirmation message before completing the import into Bank Transactions.

Screenshot showing the import confirmation dialog with Cancel and Confirm actions.

After import

Once the transactions are visible, move into categorization and reconciliation so the close workflow stays current.

FAQ

Should I use import or sync?

Use the source that matches your current setup. If your bank connection is active, prefer sync. Use import when you need to load data manually.

Limitations

Import quality depends on source data quality

Missing fields, unexpected formats, or partial exports can affect review and reconciliation later.

Troubleshooting

Imported rows do not look right after upload.

Re-check the source file or source system export, then retry with the corrected data.

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