Objective

Bank Statement Projects are a tool you can use when uploading files that allows you to manage their extraction and download once completed. A project could, for example, be created for a particular date range, allowing you to later download your extracted statement data only for that date range.

Applies To

  • Bank/Credit Card Statements

Procedure

Before selecting the statements saved on your computer to upload, click on the Project dropdown menu and select either a previously added project, or create a new one by clicking Add Project


Any files uploaded to the same project will be added to any previous extractions with the same bank account number. Therefore, if you upload bank statements to the same project, AutoEntry will add the most recent uploaded statements to any previous extraction. You can upload monthly statements each month to the same project and at the end of the year, download the full year's worth of statements in one go. 

If you want to upload a month's worth of statements and only want to download that month's extraction, simply create a new project ("March 2021 - April 2021" for example) each time and those uploads will be kept separate from any other uploads even for the same bank account

Additional Information

  • There is no extra cost for using or creating separate projects!

  • You would have to select a project before uploading, this cannot be changed after uploading.

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