Adding a Manual Bank Account

Adding a Manual Bank Account

A manual bank account lets you upload PDF or CSV bank statements directly into Ezyiah. Use this when a live bank feed is not yet connected, when you have historical statements to process, or when a client prefers not to connect their bank directly.

Step 1 — Open the Banks Tab

Navigate to the Banks tab for your client. Click Add Manual Bank Account.

Step 2 — Name the Bank Account

An Add Bank dialogue will open. Enter the bank name, for example NAB Bank or Commonwealth Business Account, and click Save.

Step 3 — Bank Account Created

The manual bank account now appears in your Banks tab with a Manual badge. It will sit alongside any live bank feeds connected to the same client.

Click into the manual bank account to open it.

Step 4 — Upload a Bank Statement

Inside the bank account you will see No Transactions Found. Click Upload File in the top right corner.

Step 5 — Select Your File

An Upload File dialogue will open. Drag and drop your bank statement into the upload area, or click Browse to select it from your computer.

Ezyiah accepts PDF and CSV bank statements from all Australian banks including Commonwealth, ANZ, NAB, Westpac and Macquarie.

Once your file appears with a Ready status, click Save.

Step 6 — Reconciliation Starts Automatically

Ezyiah reads every transaction from your uploaded file, applies GST treatment, and begins reconciling immediately. You will see a success notification in the bottom right corner confirming how many transactions were reconciled.

Your transactions are now sorted by date and ready for review in the Chart of Accounts.