Import transactions

Multibank Reporting Clients Only: Import account information from other financial institutions by launching the Multibank Reporting application from the Home page.

To import account information from the Home page:

1. Navigate to External accounts section and then click Import transactions. The system displays the Multibank Reporting program.
2. Browse to the file that you want to import and click Next. The system displays the Import page.
3. Review the file details (for example, file creation date, time, and sender identification) and then click Import. The system displays the Import confirmation page.