Reconcile a bank statement

4 min readUpdated 25 Aug 2026Finance & tax

Import your bank’s CSV statement and confirm the suggested matches.

01Import the statement

Open Finance → Bank reconciliation, choose the account and upload the CSV from HBL, MCB, Meezan or any other bank. Map the columns once; the mapping is saved.

02Confirm the matches

IBFT · NISHAT MILLS · INV 318Rs 2,43,847Matched

CHQ 004412 · ENGRO FERTRs 3,12,000Matched

PSO CARD SETTLEMENT−Rs 1,86,400Suggested

1LINK CHARGES−Rs 350Unmatched

Suggested matches show why they were suggested. Confirm them one by one or in bulk.

03Unmatched lines

Bank charges and unknown credits stay unmatched until you post them or match them later.

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