Here’s how to manually import a bank statement to 22seven. We support bank/cheque accounts and credit cards.
- Log in to 22seven and visit the Accounts tab in the left-hand navigation bar.
- Click on the blue + button at the bottom right of the screen and select Import statement
- 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.
- 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.
- Your statement will be imported into a new account under your Bank accounts