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Bank statement import

by recued-core v1 app_pack 13 views

Use “Bank statement import” in Recued to bring a statement you exported yourself — CSV from any bank — into your own warehouse, with no aggregator in the middle. Aggregators gate real account data behind an approved business account; a file needs no credentials and no third party sees your transactions. You name your bank's columns once, so nothing is guessed. Re-importing an overlapping export skips lines you already have instead of double-counting them. Feeds ledger-book and expense-ledger.

What this pack installs

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Destructive Local warehouse statement-import-records external change
Write: line.create · No approvalWrite: line.import · Asks approvalRead: line.get · No approvalRead: line.search · No approvalWrite: line.update · No approvalDestructive: line.delete · Always asks

Data it touches

SurfacesLocal warehouse

About

Tags

bankingfinancecsvimportrecordsreconciliation