{"id":64359,"date":"2023-06-14T15:29:20","date_gmt":"2023-06-14T15:29:20","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64359"},"modified":"2025-09-11T09:20:34","modified_gmt":"2025-09-11T09:20:34","slug":"bank-statements-how-to-import-in-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/bank-statements-how-to-import-in-teamogy\/","title":{"rendered":"Jak importovat bankovn\u00ed v\u00fdpisy do Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8220;1&#8243; _builder_version=&#8220;3.22&#8243;][et_pb_row column_structure=&#8220;3_4,1_4&#8243; module_class=&#8220; et_pb_row_fullwidth&#8220; _builder_version=&#8220;3.25&#8243; width=&#8220;89%&#8220; width_tablet=&#8220;80%&#8220; width_phone=&#8220;&#8220; width_last_edited=&#8220;on|desktop&#8220; max_width=&#8220;89%&#8220; max_width_tablet=&#8220;80%&#8220; max_width_phone=&#8220;&#8220; max_width_last_edited=&#8220;on|desktop&#8220; custom_padding=&#8220;27px|0px|0|0|false|false&#8220; make_fullwidth=&#8220;on&#8220;][et_pb_column type=&#8220;3_4&#8243; _builder_version=&#8220;3.25&#8243; custom_padding=&#8220;|||&#8220; custom_padding__hover=&#8220;|||&#8220;][et_pb_text _builder_version=&#8220;4.9.4&#8243; custom_margin=&#8220;|40px|40px|||&#8220;]<\/p>\n<h3 style=\"text-align: left;\">Jak importovat bankovn\u00ed v\u00fdpisy do Teamogy<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8220;4.9.4&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|40px|||&#8220; ul_text_shadow_style=&#8220;preset3&#8243;]V sekci Banka (1) stiskn\u011bte tla\u010d\u00edtko <strong>Bankovn\u00ed v\u00fdpisy (2).<\/strong>[\/et_pb_text][et_pb_image src=&#8220;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-import.png&#8220; alt=&#8220;Button for bank statement import&#8220; title_text=&#8220;Import bankovn\u00edch v\u00fdpis\u016f&#8220; show_in_lightbox=&#8220;on&#8220; align_tablet=&#8220;center&#8220; align_phone=&#8220;&#8220; align_last_edited=&#8220;on|desktop&#8220; _builder_version=&#8220;4.9.4&#8243; custom_margin=&#8220;0px|40px|40px|||&#8220; custom_padding=&#8220;0px|||||&#8220; box_shadow_style=&#8220;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8220;4.9.4&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|40px|||&#8220; ul_text_shadow_style=&#8220;preset3&#8243;]Vyberte ulo\u017een\u00fd bankovn\u00ed v\u00fdpis v podporovan\u00e9m form\u00e1tu a <strong>p\u0159ipojte ho:<\/strong>[\/et_pb_text][et_pb_image src=&#8220;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-attachment.png&#8220; alt=&#8220;Uploading bank statement&#8220; title_text=&#8220;Bank statement attachment&#8220; show_in_lightbox=&#8220;on&#8220; align_tablet=&#8220;center&#8220; align_phone=&#8220;&#8220; align_last_edited=&#8220;on|desktop&#8220; _builder_version=&#8220;4.9.4&#8243; custom_margin=&#8220;0px|40px|40px|||&#8220; custom_padding=&#8220;0px|||||&#8220; box_shadow_style=&#8220;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8220;4.9.4&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|40px|||&#8220; ul_text_shadow_style=&#8220;preset3&#8243;]Pot\u00e9, co vyberete bankovn\u00ed v\u00fdpis, tak chv\u00edli po\u010dkejte, a\u017e se zobraz\u00ed jednotliv\u00e9 transakce v\u00fdpisu p\u0159\u00edmo v Teamogy:<\/p>\n<p>V hlavi\u010dce v\u00fdpisu jsou obsa\u017eeny obecn\u00e9 informace:<\/p>\n<ol>\n<li aria-level=\"1\">\u010c\u00edslo bankovn\u00edho v\u00fdpisu (1)<\/li>\n<li aria-level=\"1\">Datum vzniku v\u00fdpisu (2)<\/li>\n<li aria-level=\"1\">Obdob\u00ed, za kter\u00fd je v\u00fdpis vygenerov\u00e1n (3)<\/li>\n<li aria-level=\"1\">Suma v\u00fddaj\u016f (4)<\/li>\n<li aria-level=\"1\">Suma p\u0159\u00edjm\u016f (5)<\/li>\n<li aria-level=\"1\">Po\u010d\u00e1te\u010dn\u00ed z\u016fstatek (6)<\/li>\n<li aria-level=\"1\">Kone\u010dn\u00fd z\u016fstatek (7)<\/li>\n<\/ol>\n<p>D\u00e1le u ka\u017ed\u00e9 transakce vid\u00edte, zda se jedn\u00e1 o kredit (zelen\u00fd \u0159\u00e1dek) nebo debit (modr\u00fd \u0159\u00e1dek), referen\u010dn\u00ed \u010d\u00edslo, datum, protistrana a p\u0159\u00edpadn\u011b popis transakce.[\/et_pb_text][et_pb_image src=&#8220;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-with-transactions.png&#8220; alt=&#8220;Bank statement with many transactions&#8220; title_text=&#8220;Bank statement with transactions&#8220; show_in_lightbox=&#8220;on&#8220; align_tablet=&#8220;center&#8220; align_phone=&#8220;&#8220; align_last_edited=&#8220;on|desktop&#8220; _builder_version=&#8220;4.9.4&#8243; custom_margin=&#8220;0px|40px|40px|||&#8220; custom_padding=&#8220;0px|||||&#8220; box_shadow_style=&#8220;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8220;4.9.4&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|40px|||&#8220; ul_text_shadow_style=&#8220;preset3&#8243;]Ka\u017ed\u00e1 bankovn\u00ed transakce m\u00e1 ji\u017e z banky p\u0159id\u011blen\u00e9 sv\u00e9 ID transakce. Pokud dojde k navstupov\u00e1n\u00ed v\u00fdpisu, jeho\u017e transakce nebyly v Teamogy je\u0161t\u011b vygenerov\u00e1ny, dojde k jejich vygenerov\u00e1n\u00ed. Pokud dan\u00fd v\u00fdpis obsahuje transakce, jejich\u017e ID ji\u017e byla ji\u017e v Teamogy vygenerov\u00e1na, dojde k odm\u00edtnut\u00ed takov\u00e9ho v\u00fdpisu. Nedojde tak k duplicitn\u00edmu importu transakc\u00ed.[\/et_pb_text][et_pb_text _builder_version=&#8220;4.9.4&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|40px|||&#8220; hover_enabled=&#8220;0&#8243; ul_text_shadow_style=&#8220;preset3&#8243; sticky_enabled=&#8220;0&#8243;]<\/p>\n<p><strong>V z\u00e1lo\u017ece Bankovn\u00ed v\u00fdpisy (1)<\/strong> jsou se\u0159azen\u00e9 v\u0161echny importovan\u00e9 bankovn\u00ed v\u00fdpisy dle data a dle \u00fa\u010dtu, ke kter\u00e9mu pat\u0159\u00ed. Zvl\u00e1\u0161\u0165 se zobrazuj\u00ed v\u00fdpisy v dom\u00e1c\u00ed a zahrani\u010dn\u00ed m\u011bn\u011b.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8220;https:\/\/www.teamogy.com\/wp-content\/uploads\/BankStatementsTab.png&#8220; alt=&#8220;Bank statement tab&#8220; title_text=&#8220;BankStatementsTab&#8220; show_in_lightbox=&#8220;on&#8220; align_tablet=&#8220;center&#8220; align_phone=&#8220;&#8220; align_last_edited=&#8220;on|desktop&#8220; _builder_version=&#8220;4.9.4&#8243; custom_margin=&#8220;0px|40px|40px|||&#8220; custom_padding=&#8220;0px|||||&#8220; hover_enabled=&#8220;0&#8243; box_shadow_style=&#8220;preset2&#8243; sticky_enabled=&#8220;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8220;4.9.0&#8243; text_font=&#8220;|300|||||||&#8220; ul_font=&#8220;||||||||&#8220; custom_margin=&#8220;|40px|-9px|||&#8220; ul_text_shadow_style=&#8220;preset3&#8243;][\/et_pb_text][et_pb_text _builder_version=&#8220;3.26.5&#8243; text_font=&#8220;|300|||||||&#8220; custom_margin=&#8220;-14px|40px||||&#8220; custom_padding=&#8220;12px|0px||||&#8220; text_font_last_edited=&#8220;off|desktop&#8220; global_module=&#8220;14686&#8243; saved_tabs=&#8220;all&#8220;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on&nbsp;<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8220;1_4&#8243; _builder_version=&#8220;3.25&#8243; custom_padding=&#8220;|||&#8220; custom_padding__hover=&#8220;|||&#8220;][et_pb_sidebar area=&#8220;et_pb_widget_area_1&#8243; _builder_version=&#8220;3.19.18&#8243; header_font=&#8220;||||||||&#8220; header_font_size=&#8220;30px&#8220; body_font=&#8220;||||||||&#8220; body_font_size=&#8220;14px&#8220; body_line_height=&#8220;1.6em&#8220;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Popisuje, jak importovat bankovn\u00ed v\u00fdpisy do Teamogy <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-64359","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64359","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/comments?post=64359"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64359\/revisions"}],"predecessor-version":[{"id":987519408,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64359\/revisions\/987519408"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media?parent=64359"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/categories?post=64359"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/tags?post=64359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}