Visma eEkonomi Smart

Copy and paste bank statements

If you are using either of the banks Danske Bank, Länsförsäkringar, SEB, Swedbank, Sparbanken or Nordea, you can easily copy the transactions from your internet bank into Visma eEkonomi Smart.

If you want to see how to do it inside the program, click on Guida mig in the program's menu bar and select the guide Kopiera och klistra in kontoutdrag.

Go to Cash and bank and select bank account.
Click the arrow next to New bank transaction and select Paste bank statement to open the window where you paste the information copied from your internet bank.

Please note that you simply copy the transaction row from your internet bank. You do not have to download the bank statement first.

Log into your internet bank and open your bank statement/transactions.
Highlight the entire row for the transactions you want to copy from the bank statement.
Right click the highlighted rows and select Copy.
Go to Visma eEkonomi Smart and place the cursor in the Paste your bank statement here field.
Right click and select Paste.

The bank transaction information is pasted and the format is adapted to Visma eEkonomi Smart.

Choose Add.

The program automatically searches for accounting transactions which match the bank transactions and suggests matches for you to post to the ledger. The bank transactions are shown under All unreconciled bank transactions.

On the bank statement the giro payments are shown as a lump sum for each day. By importing a transaction file from the bank you can get all transactions included in the lump sum specified. Read more in the topic linked below.