{"id":64360,"date":"2023-09-14T14:21:58","date_gmt":"2023-09-14T14:21:58","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64360"},"modified":"2025-09-11T09:20:31","modified_gmt":"2025-09-11T09:20:31","slug":"bank-statements-how-to-import-in-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/pl\/manual\/bank-statements-how-to-import-in-teamogy\/","title":{"rendered":"Jak zaimportowa\u0107 wyci\u0105gi bankowe w Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|0|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Jak zaimportowa\u0107 wyci\u0105gi bankowe w Teamogy<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]W sekcji Bank (1) , kliknij <strong>przycisk Wyci\u0105g bankowy (2) .<\/strong>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-import.png&#8221; alt=&#8221;Przycisk do importu wyci\u0105g\u00f3w bankowych&#8221; title_text=&#8221;Import wyci\u0105gu bankowego&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]Wybierz zapisany wyci\u0105g bankowy w obs\u0142ugiwanym formacie i <strong>za\u0142\u0105cz go (1).<\/strong>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-attachment.png&#8221; alt=&#8221;Przesy\u0142anie wyci\u0105gu bankowego&#8221; title_text=&#8221;Za\u0142\u0105czanie wyci\u0105gu bankowego&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]Po wybraniu i za\u0142\u0105czeniu wyci\u0105gu bankowego poczekaj chwil\u0119, a\u017c poszczeg\u00f3lne transakcje zostan\u0105 wy\u015bwietlone bezpo\u015brednio w Teamogy.<\/p>\n<p>Nag\u0142\u00f3wek wyci\u0105gu zawiera informacje og\u00f3lne:<\/p>\n<ol>\n<li aria-level=\"1\">Numer wyci\u0105gu (1)<\/li>\n<li aria-level=\"1\">Data utworzenia wyci\u0105gu (2)<\/li>\n<li aria-level=\"1\">Okres, z kt\u00f3rego wygenerowego zosta\u0142 wyci\u0105g (3)<\/li>\n<li aria-level=\"1\">Warto\u015b\u0107 wydatk\u00f3w (4)<\/li>\n<li aria-level=\"1\">Warto\u015b\u0107 przychod\u00f3w (5)<\/li>\n<li aria-level=\"1\">Bilans pocz\u0105tkowy (6)<\/li>\n<li aria-level=\"1\">Bilans ko\u0144cowy (7)<\/li>\n<\/ol>\n<p>Dla ka\u017cdej transakcji mo\u017cesz tak\u017ce sprawdzi\u0107, czy jest to przych\u00f3d (zielona linia) czy wydatek (niebieska linia), numer referencyjny, dat\u0119, kontrahenta i, je\u015bli ma to zastosowanie, opis transakcji.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-with-transactions.png&#8221; alt=&#8221;Wyci\u0105g bankowy z wieloma transakcjami&#8221; title_text=&#8221;Wyci\u0105g bankowy z transakcjami&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]Ka\u017cda transakcja bankowa ma ju\u017c przypisany identyfikator transakcji z banku. Je\u015bli wprowadzisz wyci\u0105g, kt\u00f3rego transakcje nie zosta\u0142y jeszcze utworzone w Teamogy, zostan\u0105 one wygenerowane. Je\u017celi na wyci\u0105gu s\u0105 transakcje o identyfikatorach, kt\u00f3re znajduj\u0105 si\u0119 ju\u017c w Teamogy, wyci\u0105g zostanie odrzucony. Zapobiega to podw\u00f3jnemu importowi transakcji.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; ul_text_shadow_style=&#8221;preset3&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><strong>Zak\u0142adka wyci\u0105g\u00f3w bankowych (1)<\/strong> sortuje wszystkie wyci\u0105gi bankowe wed\u0142ug daty i rachunku, do kt\u00f3rego nale\u017c\u0105. Wyci\u0105gi w walucie lokalnej i obcej s\u0105 wy\u015bwietlane osobno.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/BankStatementsTab.png&#8221; alt=&#8221;Zak\u0142adka wyci\u0105g\u00f3w bankowych&#8221; title_text=&#8221;BankStatementsTab&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|-9px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;][\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/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=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jak zaimportowa\u0107 wyci\u0105gi bankowe w 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-64360","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/64360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/comments?post=64360"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/64360\/revisions"}],"predecessor-version":[{"id":987519396,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/64360\/revisions\/987519396"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/media?parent=64360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/categories?post=64360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/tags?post=64360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}