{"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\/ro\/manual\/bank-statements-how-to-import-in-teamogy\/","title":{"rendered":"How to import bank statements in Teamogy"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|0|0|false|false” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.4″ custom_margin=”|40px|40px|||”]<\/p>\n

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

[\/et_pb_text][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″]In the Bank section (1) , press the Bank statement button (2) .<\/strong>[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-import.png” alt=”Button for bank statement import” title_text=”Bank statement import” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″]Choose a saved bank statement in supported format and attach it (1).\u00a0<\/strong>[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-attachment.png” alt=”Uploading bank statement” title_text=”Bank statement attachment” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″]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=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statement-with-transactions.png” alt=”Bank statement with many transactions” title_text=”Bank statement with transactions” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″]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=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” hover_enabled=”0″ ul_text_shadow_style=”preset3″ sticky_enabled=”0″]<\/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=”https:\/\/www.teamogy.com\/wp-content\/uploads\/BankStatementsTab.png” alt=”Bank statement tab” title_text=”BankStatementsTab” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” hover_enabled=”0″ box_shadow_style=”preset2″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.9.0″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|-9px|||” ul_text_shadow_style=”preset3″][\/et_pb_text][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all”]<\/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=”1_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_sidebar area=”et_pb_widget_area_1″ _builder_version=”3.19.18″ header_font=”||||||||” header_font_size=”30px” body_font=”||||||||” body_font_size=”14px” body_line_height=”1.6em”][\/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\/ro\/wp-json\/wp\/v2\/posts\/64358","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/comments?post=64358"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/64358\/revisions"}],"predecessor-version":[{"id":987518220,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/64358\/revisions\/987518220"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/media?parent=64358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/categories?post=64358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/tags?post=64358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}