Bank-Statements
Import bank statement files instead of entering transactions by hand.
What is the Bank-Statements screen?
Bank-Statements is the inbox for bank statement files — whether uploaded manually or received by email — showing parsing status and reconciliation progress.
Why does this matter?
Manually re-typing every line of a bank statement is slow and error-prone. This screen lets InEx parse the file and turn its lines into Drafts for you to review instead.
When would I use this?
- Uploading a monthly bank statement
- Checking why a statement failed to parse
- Reconciling parsed transactions against your ledger
Before you start
You need access to the Bank-Statements screen under Finance → Inex, and a statement file in a supported format.
Reading the stats
| Item | Meaning |
|---|---|
| Statements Received | Statements received this month. |
| Transactions Parsed | Lines successfully parsed across all banks. |
| Pending Review | Parsed items still needing action. |
| Auto Matched | Items matched automatically at high confidence. |
| Failed Parsing | Statements or lines that require a manual fix. |
How to upload a statement
- Open Bank-Statements
Go to Finance → Inex → Bank-Statements.
- Click Upload Statement
Click Upload Statement and choose your file.
- Review the result
Once parsed, open the statement's detail view (Overview, Transactions, Reconciliation tabs) to review what was extracted, or check Draft for the resulting entries.
The statement table
Each row shows the statement's Files, Status, Bank, Account Holder, Account No., Currency, Period Start/End, Opening/Closing Balance, Transaction count, Source, Confidence, and Received date.
Example
Show transcript
Transcript will be added when the video is published.