Import a card or bank statement

1. Open Cards and banks and choose Add account. Name it and, if you like, enter the last four digits. Nothing more of the number is kept.
2. Choose Import statement and pick the file: CSV, TXT, Excel, IIF, OFX or QFX, up to 10 MB.
3. Check how the columns map. For a layout PaperTotal has not seen, tell it which column holds the date, description and amount, and save the layout for next time.
4. Check the first rows and finish.

Turn on Make an expense from each new charge if you want one straight away. A receipt that turns up later takes the place of the one made here.

Where a live bank connection has been set up, the page offers it. Where it has not, the page says so and importing a statement does the same job.