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How do I import bank details manually into Fygr?
How do I import bank details manually into Fygr?

In some cases, you may wish to import certain bank details manually into Fygr.

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Written by Dia Khalaf
Updated over 12 months ago

You can easily import data into Fygr, using xlx, xlsx and csv formats.

  • From the "Transactions" tab, click on the "+" icon in the top left-hand corner:

    Image showing the Fygr transaction tab - Importing data

  • Fill in the fields below (in red), then import an extract of your bank transactions by copying and dragging:

    Image showing how to add bank details

  • Then check that the automatic column mapping is correct, and adjust it if necessary.

    Image showing how the columns in the imported file correspond to the automatically assigned columns

  • Click on "Save".

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