Invest Plus Plugins for Bank Statements Import

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Invest Plus Plugins for Bank Statements Import

In order to import the statements of a bank, you need to ensure that the plugin of that particular bank is available with you. Follow these quick steps to download plugins of the bank you want:

Go to the ‘Home’ tab in the software and from there, click on ‘Bank Statement’ and then select ‘Download Plugin’.

Bank Statement Download Plugin

Alternatively, you can go to ‘Accounts’ tab and then select ‘Download Plugin’ from ‘Bank Statement’ tab.

Alt Bank Statement Download plugin

From Plugin Manager box that appears, click on ‘Bank Statement’ and select the name of the bank whose plugin you want to download and click on ‘Download’ button.

ICICI Bank Statement Plugin Download

From the same Plugin Manager, any plugin can be deactivated by selecting the bank name and clicking on the ‘Deactivate’ button.

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Check out the list of brokers that can be imported.

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