Bank accounts and account imports

For Komma to be able to work with your figures, the account transactions need to be imported into the system. This is done via account imports: you export the transaction history from your online banking and import it into Komma.

Setting up bank accounts

First, set up your organisation’s accounts under Finance → Bank Accounts – for example, the main account and a donations account. Each import will later be assigned to one of these accounts.

Importing transactions

1. Export the transactions from your bank’s online banking service as a CSV file (virtually every bank offers this export option).
2. Open Finance → Account imports and upload the file.
3. Komma reads the transactions and assigns them to the selected account.

Don’t worry about duplicates

You can safely export overlapping time periods: Komma recognises transactions that have already been imported and won’t create duplicate entries. It’s better to export a time period that’s too long than to leave a gap.

Recommended frequency

Import once a week or once a month – depending on how much activity there is in the account. Consistency is key: small batches are quickly checked and allocated, whilst a year’s worth of transactions is a real chore.

After the import

Newly imported transactions are waiting under Check transactions to be allocated to projects and purposes. It is only once they have been allocated that account movements become meaningful analyses.