Most banks provide a statement export facility, accessed via their online banking portal. Please refer to instructions provided by your bank for downloading the export file.
Typically, a range of file formats are available for selection when exporting.
For manual import into Mclowd™, you should choose the .CSV (Comma Separated Values) file format. This format can be readily opened with your spreadsheet application software (e.g. Microsoft Excel).
Export a bank statement for the period you wish to process.
Open the file in a spreadsheet application.
Mclowd™ requires that your file conforms to the following format:
•Column 1: Date (formatted as dd/mm/yyyy)
•Column 2: Amount
•Column 3: Description
Modify the exported file, if necessary, to match this format, then save the modified spreadsheet as a .CSV file:
