Merging Bank Accounts

Merging Bank Accounts

Sometimes the OCR reader will separate one account into two or more accounts do to a misreading of the bank statement headers.

To merge the duplicate accounts into one, determine which account you will keep as the primary account. Then, download the transaction CSV files from however many other duplicate accounts there are in the list.

First, go to the accounts tab on the preferred account.



Next, click the three dots (ellipsis)  and then select "Export Transactions to CSV".


Next, navigate to the primary bank account you will be merging all the .csv files into. Go to the accounts and click "Upload an Account".

Select "Upload a CSV".



You will then map the corresponding fields from the CSV file to the fields in FraudFindr. Repeat as necessary.

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