bank statements

Question asked by Neil Baylis 9 years ago

I have just uploaded a bank statement but don't know where it is saved In clear books I don't have a tab called banking like it says in manual can anyone advise me where it is

4 Replies

Click the Money tab.

Scroll to the bottom:

file

In that case I doubt you've actually imported anything.

Did you try using the Yodlee feed or did you upload a csv?

Yes did by yodlee it says upload successful and gives a time of upload but nothing there so then uploaded as csv file again the same but don't know we're it's gone

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