Upload a bank statement and review imported transactions
Prepare a supported bank export, import into the intended manual account and check the results.
On this page
Use CSV, XLS, XLSX, OFX or QBO, up to 5 MB, with at most 10,000 transaction rows and 100 columns. PDF statements, images and QFX files are not accepted by this upload form.
Prepare and check the file before choosing Import. Rentari currently imports directly from this form, without a column-mapping or row-preview screen. Existing booking rules may book matching rows automatically.
Step 1: Prepare an export for one bank account
Download the required transaction period from your bank in a supported format. For a spreadsheet or CSV, use a header row with Date, Description and Amount, or Date, Description, Debit and Credit. Keep one transaction per row and remove title rows, running-balance rows and totals from the copy you will upload.
Step 2: Open Upload transactions
Choose Open Import feed below, or open Transactions and choose To book. Open the More menu at the top and choose Upload transactions. When the initial setup prompt appears, Upload a statement opens the same form.
Step 3: Choose the destination account and statement file
In Account, select the intended active manual account. For a new destination, leave Use a new account selected and enter a clear Account name. Choose Statement file and select the prepared export. Verify the account, filename and period before continuing.
Step 4: Import once and read the complete result
Choose Import when the file and account are ready, then wait for the result. Read the number of rows imported, exact duplicates skipped, possible overlaps needing comparison, rows before your bookkeeping start date and unreadable rows. Check any Your rules booked count as well.
Step 5: Review saved rows before further booking
In Import feed, confirm the selected account and statement period. Compare dates, descriptions and signed amounts with the original export. Review possible duplicate comparisons before booking those rows. Check the booked transaction list too, because rules may already have processed matching activity.
Prepare spreadsheet values that can be read
For XLSX, place the transaction table on the active worksheet. For XLS, use the first worksheet. Use values rather than formulas; XLSX files containing formulas are rejected. Keep one account per OFX or QBO file.
Prefer ISO dates in YYYY-MM-DD format. Numeric slash dates are tried as month/day/year before day/month/year, so an ambiguous date can be interpreted differently from your bank’s display.
Use nonzero monetary values with no more than two decimal places. Check credit-card exports carefully: their signs may differ from the incoming-positive, outgoing-negative convention expected by this import.
Rentari detects recognizable column headings. It does not provide a downloadable upload template or an interactive column-mapping step in this form. Preparing Date, Description and Amount headers avoids relying on fallback column positions.
Understand skipped rows and possible overlaps
Exact repeat imports are skipped using retained bank identifiers or the account, date, signed amount and description. This is not a guarantee that all duplicates across separate accounts or differently formatted exports will be detected.
Possible overlaps can require an explicit comparison before booking. Keep a row only when it represents a distinct bank event; follow the duplicate-review guide to exclude a repeated event while retaining its identity.
Rows before the bookkeeping start date of the portfolio’s default book are left out. Review that setting and your opening-balance approach before trying to import older periods.
Unreadable rows are counted separately from duplicates and early dates. Compare the result with the original file and correct only what needs another import. Do not repeatedly upload the entire statement without checking what was saved.
If the file is rejected or Import stays unavailable
Confirm that a file is selected and, for Use a new account, Account name is filled in. Choose an accepted extension and keep the file within 5 MB. For a larger export, split it into smaller, non-overlapping periods.
If the spreadsheet cannot be read, export it again from your bank. Remove formulas by saving values, reduce oversized sheets, and keep the required date, description and amount columns. Renaming a PDF or image with a spreadsheet extension does not convert it.
If no transactions could be read, check the header row, dates and signed amounts. If the account is no longer eligible, select an active manual account. An archived account may need restoration before its retained history can receive an import.
After a server error, read the message and choose the statement again to retry. Confirm the destination account and inspect existing rows first. If the problem continues, retain the error wording and filename for support without sharing bank passwords or security codes.
Check the result
- The import summary has been checked against the original file, including skipped, unreadable and rules-booked rows.
- Saved activity is associated with the intended account, and possible overlaps have been reviewed before further bookkeeping.
FAQs
Can I upload a PDF statement or QFX file?
This form accepts CSV, XLS, XLSX, OFX and QBO. Export one of those formats from your bank. PDF, image and QFX files are not supported here.
Does uploading a statement move money?
No. It imports accounting records. Existing rules may book matching records, but the upload does not transfer money or change your rent payout destination.
Does this migrate everything from another platform?
No. This is a bank-transaction import. It does not migrate properties, tenants, leases, documents or stored payment credentials.