Importing bank statements in a CSV format into Nomisma

From the left menu select ‘Banking’, followed by the upload CSV Icon.

Following this click on ‘Choose File’ select the relevant .CSV file, press the ‘open’ button. And finally click 'Upload'.

Please note that you can download and use the sample CSV file by clicking on 'CSV Sample' on the top right. This file will have 3 columns - a Date, Description and an Amount column. You can also use your own file which can have 4 columns - Date, Description, Money In and a Money Out column.

You would then need to select the relevant columns in the CSV file with that in Nomisma using the 'Mapped With' drop-down menu and click ‘Submit’.

Following this click the ‘Import’ button.

Once the transactions are uploaded into Nomisma, they will then appear on the ‘Unreconciled Transactions’ page. This can be found by clicking on ‘Banking’ from the left menu, then ‘Unreconciled Transactions’(theses transactions won’t appear on company reports until they have been reconciled).

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