Hi. I am trying to get set up but the system refuses to accept my uploaded statement. Also, my ‘bank’ is a Canadian Credit Union. Will that work on this system?
Hi. Should do. Just click other on the bank drop down and download the sample spreadsheet.
Make sure the data you copy in is in the same format as the sample and keep the headers the same.
If you get any errors it’s the format or headers are wrong.
Hope that helps. Pete