video1.0<iframe src="https://www.loom.com/embed/7d363cfd61d34fe19e3b9277595d8d68" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7d363cfd61d34fe19e3b9277595d8d68-53593638bf0193d3.gif102.533333In this video, I walk you through the process of adding a trust account and importing bank transactions using a CSV file in VR trust. We start by navigating to the bank reconciliation page, where we can add the trust account and set the bank feed start date to the first day of the Go Live month. I also explain how to fill out the CSV template for bank transactions, ensuring to enter deposits as positive numbers and expenses as negative. After uploading the CSV, we check the bank feed tab for any duplicates, which we can exclude as needed. Please make sure to follow these steps carefully to ensure accurate bank reconciliation.