Import Statements from Any Bank
Support for CSV format with flexible mapping
Import bank and credit card statements directly into StewardLedger. Export a CSV file from your bank's online portal and our flexible import system handles the rest.
Configure column mappings once, save as templates, and reuse them for future imports. Duplicate detection prevents accidental double-entry, and preview mode lets you verify before committing.
Supported File Formats
CSV
Comma-separated values from any bank
Import Features
How to Import Statements
Download statement from your bank
Export as CSV from your online banking portal
Upload to StewardLedger
Go to Accounting → Bank Imports and upload your file
Map columns (first time only)
Tell us which columns contain dates, amounts, descriptions
Preview and import
Review transactions and click Import to add them to your accounts
Save template for next time
Column mappings are saved, making future imports one-click easy
Related Features
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