Bank statement imports and reconciliation

Bring your bank transactions into Kumry by importing a statement, then reconcile them to your books account by account.

Importing a statement

Import a statement downloaded from your bank as a CSV, OFX or QIF file. Kumry shows a preview of the file so you can confirm which column is the date, description and amount before anything is imported.

A statement with separate debit and credit columns instead of a single amount column works too.

Reconciling

Reconcile one bank account at a time. Match each statement line to the invoice, bill, payment or transaction it belongs to, or create a new transaction for it. When every line is matched, the account balance in Kumry agrees with your bank statement for that period.

Last updated 2026-10-01Still stuck? Email support