Import a bank statement
Bring in statement lines from any bank by uploading the file your bank provides.
AXO reads the statement files banks export, so it works with every bank without needing a direct connection.
| Format | Notes |
|---|---|
| MT940 | The SWIFT standard, offered by most corporate banking portals |
| CAMT.053 | The ISO 20022 standard used by many international banks |
| OFX | Common in online banking downloads |
| CSV | Match the columns once and AXO remembers the layout |
| Excel | Works the same way as CSV |
- Download a statement from your online banking.
- In Banking, choose Import statement and pick the account.
- Upload the file and check the preview.
- Confirm. The lines appear in the reconciliation inbox with suggested matches.
Note
Importing a statement doesn't post anything to your ledger. Statement lines are the bank's side of the story; you match them to your books when you reconcile.
A damaged file is refused with the line numbers that couldn't be read, and nothing from it is imported. Importing the same statement twice doesn't create duplicate lines.
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