{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/69ba1d83bc964c49a26cbd70f812427f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/69ba1d83bc964c49a26cbd70f812427f-6b6b013dd5582f99.gif","duration":194.394,"title":"Import bank transactions with Ask Double","description":"This Loom shows how to import a client’s bank transaction history into Aspen using bank statements when you do not yet have bank credentials. From Manage Accounts, the creator selects Add Account and uses AskDouble, or adds a new statement period from an existing account’s three-dot menu, then drops in a bank statement PDF directly with no CSV reformatting. Aspen reads PDFs, images, clean CSV files, and even messy unformatted ones, then provides a preview so nothing imports until the user confirms it is correct. The tool is live now for Skillshare."}