# Upload bank statements from any bank

> For banks without a live connection: upload the statement CSV, match its columns once, and every later upload reuses them. The same file twice adds nothing twice.

Category: Banking · Web page: https://bookalyze.com/guides/upload-bank-statements

## Upload

**Where in Bookalyze:** Banking → Bank accounts → Upload a statement

1. **Choose the account and the file.** Any CSV your bank exports.
2. **Match the columns, the first time.** Date, description, one amount column or separate money out and money in, reference, and an optional **balance** column. A five-row preview and the date range show you've got it right.
3. **Upload.** Later uploads to the same account reuse the columns (**Change columns** to adjust).

A file holding several accounts has an account-number column: pick the one you want. Only the last four digits are kept, never the number.

## Nothing twice

- The same statement, or one that overlaps, only adds what's new.
- Two identical lines on the same day (two coffees) are both kept.
- Rules categorise matching lines as they arrive, and possible duplicates are flagged, just as with Wise.

## Bank balance beside the books

With a balance column, each account shows **what the bank says** next to **its balance in Bookalyze**: "Matches", or "The bank has X more". Reconcile to find the difference.

## What you should see

What you should see:
- [ ] The account's card shows the last upload and its balance
- [ ] New lines on Accounting → Transactions, uncategorised unless a rule caught them
- [ ] Uploading the same file again says nothing new was added

## Related guides

- [Connect Wise: make a read-only API token](https://bookalyze.com/guides/connect-wise.md): Create a read-only token in Wise, paste it into Bookalyze, and every Wise balance syncs to your books each day, in every currency, with fees split out.
- [Bank rules: categorise the routine automatically](https://bookalyze.com/guides/bank-rules.md): A rule puts every bank line whose description contains some words into a category, as it arrives. Bookalyze also suggests rules for payees you keep categorising the same way.
- [Possible duplicates and transfers between your accounts](https://bookalyze.com/guides/duplicates-and-transfers.md): A bank line that looks like a transaction already in your books is flagged, never merged on its own. Money out of one of your accounts and into another is suggested as a transfer.
- [Reconcile an account against its statement](https://bookalyze.com/guides/reconcile.md): Enter the statement's date and ending balance, tick what's on it, and finish when the difference is zero. Reconciled transactions are locked until you undo.