This window lets you enter information for the account from which you want to import a bank statement.
Account Type: From the drop-down list, select the type of account. Possible types are
- Checking
- Savings
- Money Market
- Line of Credit
- Credit Card
Routing/Transit Number: Enter this information for the account; the number appears at the bottom of your checks. How do I locate my bank routing/transit number?
Account Number: Enter the number of the chosen account. If you don't have your account number at your disposal, contact your bank for assistance.
When finished, click OK.