What to download
Use a statement export that includes date, transaction description, debit and credit columns or an amount column, and balance if available. CSV is usually easiest because the transaction columns are already structured. PDF works best when the statement text can be selected and copied.
FAB export path
FAB Business Online or the FAB mobile app: Accounts > Statements > Filter by date > Download statement.
Available formats: PDF, with CSV available in some business banking exports.
Bank interfaces change. Treat this as the path to look for, then use the nearest matching statement or export menu if your portal labels differ.
What is specific to FAB
FAB PDFs can include repeated page headers. Compass is designed to ignore common repeated headers, but CSV is usually cleaner if the PDF parse looks odd.
Tip: If you bank in multiple currencies, export each currency account separately rather than one consolidated view.
Step-by-step
- Open FAB Business Online or the FAB mobile app.
- Navigate to the closest matching export path: Accounts > Statements > Filter by date > Download statement.
- Choose a clean date range. Start with last month if this is your first upload.
- Download the file as PDF, with CSV available in some business banking exports.
- Upload the file to Compass.
- Review the suggested categories, invoice gaps, and report summary before relying on the numbers.
Best first upload
Start with one month. That makes review faster and helps Compass learn recurring FAB merchants before you upload a longer period.
Common problems with FAB exports
- A scanned PDF instead of a text-based statement.
- Multiple accounts combined in one file.
- Missing transaction descriptions.
- Statement exports that hide debit and credit signs.
Want the first report without wrestling a spreadsheet?
Upload one bank statement. Compass categorises the transactions, flags invoice gaps, and gives you an owner-readable report in about ten minutes.
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