{"id":30734,"date":"2026-08-20T12:43:52","date_gmt":"2026-08-20T10:43:52","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/how-to-import-previous-bank-transactions\/"},"modified":"2026-08-24T17:27:20","modified_gmt":"2026-08-24T15:27:20","slug":"how-to-import-previous-bank-transactions","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-import-previous-bank-transactions\/","title":{"rendered":"How to import previous bank transactions"},"content":{"rendered":"<p class=\"no-margin font-inter\">It&#8217;s possible to import bank transactions easily from the Bank screen, by adding a &#8220;Credit card&#8221; account, and uploading your transactions from the past.<\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_2cf0a9820f\">1\ufe0f\u20e3 Export your previous bank transactions from your bank app<\/h2>\n<p class=\"no-margin font-inter\">Export all your banking data from your bank account, in .PDF or .CSV format. \ud83d\udcc4<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_77414c2767\">2\ufe0f\u20e3  Create a new &#8220;Credit card&#8221; account<\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">First, connect to the Bank screen on Accountable web.<\/p>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">From this screen, click +Add &gt; credit card<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Or you go to your settings &gt; bank settings &gt; click on &#8220;Add new&#8221; &gt; choose credit card:<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2133363268\/c852276fb77245d36b120c7e4708\/Bildschirmfoto+2026-03-06+um+09_43_03.png?expires=1787637600&amp;signature=0cb1cf7d542b70dc849d3ec860cf483542c11802917ca5421d39363b1cf96569&amp;req=diEkFcp4noNZUfMW3nq%2BgQj0Sx2CzxqIh1aejdYeUznfZoF3rcl%2BK1R72jEQ%0A%2FJcqXmE9nfNNCpnyLFNJY%2F0bLho%3D%0A\" width=\"1932\" height=\"1038\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Enter the name of the Account e.g. a temporary name &#8220;Jan-July 2023 transactions&#8221;<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1627009045\/f2dde3762bd7585a71db344e3f68\/Screenshot+2025-07-18+at+13_46_16.png?expires=1787637600&amp;signature=f0818595b1fdada55ee9124534ee460bfbd70ee4530134cdb78f27cb9dbc5eb1&amp;req=dSYlEcl%2BlIFbXPMW3nq%2Bgab9O%2Fo%2BoNpQiBdQRObs0LOpenr9GL4ui9U4YC0u%0AboGSMCxKmtRccCzcbsQSrvgIdFY%3D%0A\" width=\"400\" height=\"300\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_f6828a4a1e\">3\ufe0f\u20e3 Import your bank transactions<\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Upload your bank transactions document (in PDF, image, or CSV). The system will scan the document and retrieve individual transactions. \ud83d\udce5\ud83d\udd0d<\/p>\n<p class=\"no-margin font-inter\"><i>Read our <a href=\"https:\/\/www.accountable.eu\/privacy\/\" target=\"_blank\" class=\"intercom-content-link font-inter\">Privacy policy<\/a><\/i>.<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select &#8220;Review&#8221;<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1627009656\/f390487819b5b7fddcc6a504551b\/Screenshot+2025-07-18+at+13_47_03.png?expires=1787637600&amp;signature=7b69b5ca4dc1913da771d8b59c22ab3290bc4d30bf9a705402b0dd22f6b8b3ce&amp;req=dSYlEcl%2BlIdaX%2FMW3nq%2BgawFz%2Bpfb9TwMCIQ%2B5WdtZ6jwO5gb31bgxuS%2BwnS%0AlbwA%2FcX5WOEIo8txCljyOla5wpQ%3D%0A\" width=\"400\" height=\"278\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">From the next screen, you can update, add, or delete a transaction<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">After you confirm, transactions will be visible like a normal bank account and are ready to be classified. \u2705<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1627009909\/0040f4e6635d2dd90d24b5a6a094\/Screenshot+2025-07-18+at+13_47_39.png?expires=1787637600&amp;signature=bde730f5455c8769cf7125a155126c40dca6aefaa6c43abcbdea28b8fd59978c&amp;req=dSYlEcl%2BlIhfUPMW3nq%2BgR1%2FImrP0%2BXoGlfiOY8OmU5kmETXIEFsMAUwRkey%0ADST9wzKrFyAvLyk%2BFbT13KKVYL8%3D%0A\" width=\"400\" height=\"197\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\ud83c\udfa5 Would you rather watch it live than read about it? In our Accountable Live webinar, we\u2019ll guide you step by step through the web version \u2013 from your first entry right through to your tax return. <a href=\"https:\/\/app.livestorm.co\/accountable\/accountable-live-step-by-step-app-walkthrough?s=d7189983-64c5-417a-8adb-c86b987944ae&amp;utm_source=push_in_helpcenterarticle\" target=\"_blank\" class=\"intercom-content-link font-inter\">Register here<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You are just starting in Accountable, and need to add all bank transactions as from January, here is how to do it<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[445],"class_list":["post-30734","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to import previous bank transactions - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-import-previous-bank-transactions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to import previous bank transactions - 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