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How to Import your Bank Transactions into Veryfi Video Tutorial

Automatically via Yodlee & Manually by uploading a CSV

Updated over 5 years ago

Learn how to import your bank transactions into Veryfi to allow you to do Bank Reconciliation.Β 


This part includes;
(a) Automatic method via Veryfi's secure partner bank feeds provider Yodlee and
(b) Manual method by uploading a CSV / Excel export of your bank transactions.

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