{"id":64358,"date":"2023-06-13T17:45:26","date_gmt":"2023-06-13T17:45:26","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64358"},"modified":"2025-09-10T17:16:57","modified_gmt":"2025-09-10T17:16:57","slug":"bank-statements-how-to-import-in-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/bank-statements-how-to-import-in-teamogy\/","title":{"rendered":"How to import bank statements in Teamogy"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n

How to import bank statements in Teamogy<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]In the Bank section (1) , press the Bank statement button (2) .<\/strong>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-import.png\u00bb alt=\u00bbButton for bank statement import\u00bb title_text=\u00bbBank statement import\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]Choose a saved bank statement in supported format and attach it (1).\u00a0<\/strong>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-attachment.png\u00bb alt=\u00bbUploading bank statement\u00bb title_text=\u00bbBank statement attachment\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]After you select and attach your bank statement, wait for a while until the individual transactions are displayed directly in Teamogy.<\/p>\n

The statement header contains general information:<\/p>\n

    \n
  1. Number of the statement (1)<\/li>\n
  2. Date of statement\u2019s creation (2)<\/li>\n
  3. Period for which the statement is generated (3)<\/li>\n
  4. Amount of expenditure (4)<\/li>\n
  5. Amount of income (5)<\/li>\n
  6. Initial balance (6)<\/li>\n
  7. Ending balance (7)<\/li>\n<\/ol>\n

    You can also see for each transaction whether it is a credit (green line) or a debit (blue line), the reference number, the date, the counterparty and, if applicable, a description of the transaction.[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-with-transactions.png\u00bb alt=\u00bbBank statement with many transactions\u00bb title_text=\u00bbBank statement with transactions\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]Each bank transaction already has its transaction ID assigned from the bank. If you access a statement whose transactions have not yet been generated in Teamogy, they will be generated. If the statement contains transactions whose IDs have already been generated in Teamogy, the statement will be rejected. This prevents duplicate import of transactions.[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ ul_text_shadow_style=\u00bbpreset3″ sticky_enabled=\u00bb0″]<\/p>\n

    The Bank statements tab (1)<\/strong>\u00a0sorts all Bank statements by date and by the account to which they belong. Statements in local and foreign currency are displayed separately.<\/p>\n

    [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/BankStatementsTab.png\u00bb alt=\u00bbBank statement tab\u00bb title_text=\u00bbBankStatementsTab\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.0″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|-9px|||\u00bb ul_text_shadow_style=\u00bbpreset3″][\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n

    Get in Touch<\/b><\/span><\/p>\n

    If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1″ _builder_version=\u00bb3.19.18″ header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

    This is how to import bank statements in 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-64358","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/64358","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=64358"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/64358\/revisions"}],"predecessor-version":[{"id":987518220,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/64358\/revisions\/987518220"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=64358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=64358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=64358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}