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Import bank transactions

Download your transactions from your bank and import them directly into Farm Focus as a csv or qif format.

Updated over 4 months ago

TIP: It is best practice to use bank feeds.

Currently, BNZ, ANZ, ASB, Rabobank and Westpac customers with Farm Focus can sign up for bank feeds. (Rabobank is currently the only bank feed available for Australian farmers).

First you must log in to your internet banking, select the date range and downloand your transaction file as either a CSV or QIF file. Ask your bank if you need help with downloading your transaction list file.

  1. Go to the In the Actuals screen.

  2. Click on the upload arrow at the top right of the screen.

  3. Import your bank transaction:

    a. Select Bank transaction file from the dropdown list.

    Then select which bank account the transactions belong to.

    b. Click Browse. The file you have exported from your online banking should be the most recent file in your Download folder.

    c. Click to Import the file

  4. Your bank transactions will now be listed in order of payment date in your Needs Action Screen.

For NZ customers select the CSV for Kiwibank and Heartland Bank all other bank accounts for NZ should be QIF file type.

For Australian customers select the CSV for Commonwealth Bank, Westpac (AUS), ANZ (AUS), Rabobank (AUS) and NAB.

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