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  • Tutorial: Process a Month of Receipts
    • 1.Prepare Settings and Target Tables
    • 2.Export the Bank Data
    • 3.Import the Bank Statement
    • 4.Open the Batch
    • 5.Categorise and Review the Batch
    • 6.Save to the Existing Target Tables
    • 7.Resolve Missing Receipts With Re-export and Re-upload
    • 8.Review and Export
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DocsGet startedTutorial: Process a Month of ReceiptsExport the Bank Data

Step 2 of 8 · Tutorial: Process a Month of Receipts

Export the Bank Data

Export the relevant file from the bank system:

  • Monzo: CSV.
  • Revolut: ZIP export.

For Revolut, GrantKeeper supports standard expense ZIPs and a Revolut Bills ZIP shape. Do not mix standard Revolut expense ZIPs and Bills ZIPs in the same upload.

PreviousPrepare Settings and Target TablesNext Import the Bank Statement

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