After import
Once the transactions are visible, move into categorization and reconciliation so the close workflow stays current.
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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 Page. Click on the dots icon
Start in Truewind on Bookkeeping > Bank Transactions, then go to Bank Transactions Page. Click on the dots icon.
Step 2
Open Import
Launch the import flow before you choose the bank account and file you want to upload.
Step 3
Check the file format
Complete this action so the imported file maps cleanly before the transactions are created.
Step 4
Choose the import file
Upload the statement file that contains the transactions you want Truewind to parse.
Step 5
Continue
Move forward after the selected file appears in the upload step without errors.
Step 6
Choose the bank account
Map the import to the correct bank account so the created transactions land in the right feed.
Step 7
Continue
Advance only after the destination bank account matches the uploaded statement.
Step 8
Review the detected values
Use this checkpoint to verify the current state so the imported file maps cleanly before the transactions are created.
Step 9
Continue
Review the detected fields first, then move into the final import confirmation step.
Step 10
Set the sign handling
Complete this action so the imported file maps cleanly before the transactions are created.
Step 11
Select all rows
Pick the option that matches the client setup; that choice controls what happens next so the imported file maps cleanly before the transactions are created.
Step 12
Continue
Move forward only after the current screen looks correct so the imported file maps cleanly before the transactions are created.
Step 13
Alternative: you can find an "Import" button above the transaction list
Complete this action so the imported file maps cleanly before the transactions are created.
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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