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The Upload Bank Statement feature allows you to upload your bank statements directly into the system.

  • Open your Dashboard, click the left sidebar, select Accounts, and then click Transactions.
  • Locate ‘More’ Option: Check out for three dots. Click on the ‘More’ option. After clicking ‘More,’ you should see ‘Upload Bank Statement.’ 
  • Click on this option to start the process of uploading your bank statement. Clear instructions are given step by step to help you upload your bank statement. 
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