How to Create a Bank Account

Before you can submit any Statement a Bank Account must be created. If you connect to a Bank Feed then your Bank Account will be created automatically.

To create a Bank Account, follow these steps:

1. Navigate to the Lists menu and click on Bank Accounts

2. Bank Accounts are displayed on two tabs, one for Manually Added Accounts and one for Bank Feeds Accounts.


3. On the Manually Added tab search for the name of your Bank, add the Account Name, enter the last 4 digits of the Account Number, and select the Currency, and then click Add.

If your Bank is not listed then click on the link titled Request to add your bank. A screen will appear where you will need to enter the full name of the Bank you are requesting and to upload a sample Bank Statement. We will then contact you via email to confirm or deny the request.