FinovaOS can import your bank statements from CSV or Excel files exported from your bank's internet banking portal.
1
Log in to your bank's internet banking portal and download your statement as CSV or Excel (.xlsx).
2
In FinovaOS, go to Banking → Bank Reconciliation → Import Statement.
3
Select your bank account from the dropdown.
4
Click Choose File and upload your downloaded statement.
5
FinovaOS will show a column mapping screen. Match the columns: Date, Description, Debit, Credit, Balance.
6
Click Import. FinovaOS will load the transactions for reconciliation.
💡Tip: Most major banks export in a compatible format. If your bank's format doesn't match, contact support and we'll add a custom mapping.
⚠️Note: Make sure there are no blank rows or merged cells in your Excel file before importing. These can cause import errors.