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Banks, Accounts & Payees

How to Export Banks

Help article · Updated Jul 2026

In the current version there is no separate CSV export for banks. Banks are managed directly on the Banks page.

What you can do

  • Import ready-made banks from the built-in templates (Banks → Import Banks) instead of typing them.
  • Export payees to CSV — that export is available (see Export Payees).
  • Need to move bank data between accounts? Email support@chequepot.com and we’ll help.

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