Remembered CSV mappings
Column mappings are saved per client, so the next upload from the same bank needs no mapping work.
The problem it solves
Mapping the same bank's columns every month is repetitive.
How it works
- Map a CSV once.
- MYLEDGER saves the mapping for the client.
- Next time, it is applied automatically; delete it if the format changes.
What your practice gets
- Repeat imports in fewer steps.
- Per-client mappings.
- Easy to reset.
Questions accountants ask
Can I delete a saved mapping?
Yes.
Is it per client?
Yes.
What if the bank changes format?
Delete the mapping and map again.
Related features
Features that work alongside remembered csv mappings.
CSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoPDF bank statement converter
Upload PDF bank statements, including scans, and text recognition converts them into transactions you can check page by page before import.
VideoSource statement library
Keep each client's uploaded PDFs organised: list, rename, reorder and delete them, alongside documents from FEDIX.
Prior-year financial statement import
Upload last year's financial statements; MYLEDGER reads them, matches accounts, suggests new ones and drafts balanced opening figures for your approval.
Resume a statement import
A half-finished prior-year statement import saves its progress and uploads, so you can come back to it.
Depreciation schedule converter
Read amortisation and depreciation schedules from PDF, check the pages and import them into depreciation.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.