Get your bank transactions into TallyPip

First add each bank and credit card account in Bank transactions (Add account). Then bring its transactions in any of these ways.

Upload a statement

1. 1Sign in to your bank's website, open the account and look for Download, Export or Statements.
2. 2Choose a date range and download it as CSV (sometimes called Spreadsheet or Excel). A PDF statement works too, when it's switched on for your account.
3. 3In Bank transactions, choose Upload a statement, pick the account and the file.

Uploading the same dates twice is fine: TallyPip skips anything it already has. With a PDF, TallyPip checks the transactions add up to the statement's closing balance and tells you if they don't.

Connect your bank

If you see Connect your bank, you can sign in to your bank through Plaid and new transactions arrive by themselves. TallyPip never sees your bank password.

Add one by hand

For cash or an account you don't upload, use Add transaction at the top of Bank transactions.

Nothing goes into your books until you post it from Pending.