Banking
Sample balances and browser-side CSV import only — no live bank feeds or APIs.
Business cheque account
Sample Commonwealth Bank · 062-000 1234 5678
$42,850.32
Reconciled
Business savings
Sample Commonwealth Bank · 062-000 9876 5432
$86,500.00
Reconciled
First visit? Your sample cheque already has an opening balance. Next: Try sample CSV, review and import the preview, then use Apply on a suggested account code below. Imported lines are labelled separately and can be cleared without removing the demo's pre-loaded sample.
Import bank statement (CSV)
Upload a CSV with date, description, and either amount or separate debit/credit columns for Business cheque account. Dates: DD/MM/YYYY. Amounts: −42.50 or ($42.50). Parsed in your browser — nothing is sent to a server.
Reconciliation — Business cheque account
Unmatched transactions (…). Nothing to categorise right now — import a statement or unmatch a categorised line to continue.
| Date | Description | Amount | Status | Source | Action |
|---|---|---|---|---|---|
| Loading cheque account… | |||||