Importing your bank statement into Eagle

To reconcile your transactions in Eagle, you need to import your bank statement.

Eagle accepts bank statements in OFX file format.

Step 1. Export your statement from your bank

Here are instructions for the various banks.

Step 2. Import the statement into Eagle

  1. On the left navigation menu, click "Trust Accounting"
  2. Click on "Bank Statements"
  3. Click "Upload Bank Statement"
  4. Select the file you exported from step 1 and click Upload
  5. The transactions are now imported and you can begin reconciling them

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