Highbeam - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Highbeam 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 reports we need from your Highbeam accounts and upload them into Finaloop.

How to export a CSV file of your transactions from your Highbeam account

This guide will walk you through downloading a CSV file containing your transaction history for your Highbeam account.

​What you'll need

  • Your Highbeam account login credentials (Username & Password)

Steps

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

  2. On the left hand side of your screen, under “Accounts” click “Transactions".

    Highbeam: Transactions

  3. On the 'Transactions' page, on the right hand side of the page you'll see the option to select a date range. Enter in the relevant date range from your mission and select “Export".

    Highbeam: Export Transactions

  4. On the dropdown menu , select “Export as CSV” to save the CSV to your device.

    Highbeam: Export as CSV

  5. Head over to your mission in Finaloop, and upload your Transaction CSV.

How to export a bank statement from your Highbeam 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 Highbeam account login credentials (Username & Password)

Steps

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

  2. On the left hand side of your screen under “Accounts”, click on “Documents".

    Highbeam: Documents

  3. Under “Document type”, select "Statements" from the dropdown menu.

    Highbeam: Statements

  4. Under “Show Statements for”, select the relevant account listed in the mission.

  5. Find the relevant statement and click “Download” to save the statement to your device.

    Highbeam: Download statement
  6. Head over to your mission in Finaloop, and upload your statement.

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