Lesson 6: Import your bank statement in BoekBrug

When you import your bank statement, BoekBrug sees which invoices are paid and you keep the overview effortlessly.

What you learn

Upload a bank statement and confirm the transactions.

Steps

1. Download a statement from your bank in the MT940 format (.940, .sta or .txt) or CAMT.053 (.xml). You usually find this under "export" or "download" in your banking environment.
2. In BoekBrug, go to Bank and upload the file.
3. BoekBrug automatically matches the transactions to your invoices and costs.
4. Confirm the matches. Paid invoices then get the paid status automatically.

Tip

Mind the format: BoekBrug reads MT940 and CAMT.053. A plain CSV or PDF is stored but not imported as transactions — so download the right file from your bank. Prefer to work from a separate overview? Read Keeping track of your bank statement.

Done? Continue to Lesson 7 — Store and organise your documents.