Getting started
Set up your first account.
Start with one bank or credit card statement and work through it in Finstra for Windows.
Create or select an account
In Finstra, open Accounts → Manage accounts. Choose an account type and currency. Use the opening balance from just before the first transaction you plan to record.
Import your statement
Open Banking → Statements and choose Import OFX or Import CSV. For CSV, select the intended account and map the statement columns before reviewing the preview.
Review before confirming
Check the account and currency. Match entries already in the register where appropriate. Confirm the import, then review categories and notes.
Reconcile and back up
Compare cleared entries with your bank statement and resolve differences. Use File → Backup & restore to save a backup of your finance file.