How to manually import a statement

Here’s how to manually import a bank statement to 22seven. We support bank/cheque accounts and credit cards.

WEB:

  1. Log in to 22seven and visit the Accounts tab in the left-hand navigation bar.
  2. Click on the blue + button at the bottom right of the screen and select Import statement
  3. Click BROWSE FILES and navigate to your downloaded PDF statement, or simply drag and drop your statement onto the upload box. Click NEXT to move on.
  4. If your statement is password protected, enter the password. If there's no password, leave this field blank. Click in the "I'm not a robot" box and then click SUBMIT.
  5. Your statement will be imported into a new account under your Bank accounts
Was this article helpful?
37 out of 65 found this helpful