Synchrony- How to upload your bank statements

This article will help you learn how to export your bank account statement for your Synchrony accounts

Arad Yampel avatar
Written by Arad Yampel
Updated over a week ago

Overview

  • In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.

  • In this article, we'll explain how to find the relevant report we need from your Synchrony bank account and upload them into Finaloop.

How to export a bank statement from your Synchrony account

As part of our onboarding and year end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are 100% accurate.

​What you'll need

  • Your Synchrony account login credentials (Username & Password)

Steps

  1. Log in to your Synchrony account using your username and password.

  2. Click on Statements.

  3. When the popup appears, scroll down to find the relevant statement for your mission, and select Statement to download your statement file to your device.

  4. Head over to your mission in Finaloop, and upload your bank statement pdf.

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