---
title: "Import bank statements"
slug: "import-bank-statements"
description: "Import credit card statements as CSV files for easy reconciliation, attach receipts, and create reusable formats for efficient expense management."
updated: 2026-09-10T08:08:25Z
published: 2026-09-10T08:08:25Z
canonical: "help.cintra.co.uk/import-bank-statements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Import bank statements

You can import a credit card statement as a CSV file to reconcile your organisation's credit card expenses. Once imported, cardholders are notified and prompted to attach receipts to their transactions.

You can save a statement format so that you can reuse it for future imports rather than mapping fields each time.

**Note:** To use CSV imports, ensure **Enable open banking** is NOT selected in **Setup > Settings > Accounting**.

### Importing a statement

1. Go to **Banking > Transactions**.
2. Click **Import Statement**. The **Statement Import** panel appears.
3. Upload your statement in **.csv** format.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(458).png)

1. Enter a **Reference** for the import, such as a date or bank name.
2. Select an existing **Statement Format**, or create a new one (see [Creating a statement format](/payroll/docs/import-bank-statements#creating-a-statement-format) below).
3. Click **Import Statement**.

****Video**: Importing a CSV statement**

[Import Credit Card Statements](https://app.trupeer.ai/embed/PIHqFXXaJ)

These videos were recorded in Capture Expense. Some screens and labels may look slightly different in Expenses, but the steps remain the same.

### Creating a statement format

When creating a new format, you map the column headings in your CSV to the corresponding fields in Expenses. Required fields are marked with an asterisk.

1. Go to **Banking > Transactions** and click **Import Statement**.
2. Select **Create New** as the **Statement Format**.
3. Enter a **Format Name**. **Format Currency** and **Delimiter** will automatically be completed.
4. Match each **Field** to the corresponding **Statement Column**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-FR5IEKE7.png)

1. Click **Save**. The format is now available for future imports.

**Note:** To remove a format, click **Remove** in the **Statement Format** list.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-6XH9YE2U.png)

### Filtering transactions

You can filter imported transactions by:

- **Reference**
- **Status**: All, Incomplete, Submitted, Rejected, or Assign User (transactions not yet assigned to a cardholder)
- **Date range**: using the **From** and **To** fields

### Deleting an import

If you need to correct a mistake after importing, you can delete the entire import along with its related transactions and expenses.

1. Select the statement record in the **Statement** tab.
2. Click **Delete Import**.
3. If relevant, select **Also remove the Import Format**.
4. Click **Remove**.

> **Note:** Only administrators can delete transactions. Individual users cannot delete credit card transaction records.