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.
RAKBANK export path
RAKBANK Business Digital or the RAKBANK mobile app: My accounts > Statements > Select date range > Generate.
Available formats: PDF and CSV.
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 RAKBANK
RAKBANK CSV files may include summary rows above the transaction table. Compass skips common header blocks, but a cleaned CSV can help if the bank export is unusual.
Tip: Monthly e-statements are often enough for the first Compass report if you do not want to log in and export manually.
Step-by-step
- Open RAKBANK Business Digital or the RAKBANK mobile app.
- Navigate to the closest matching export path: My accounts > Statements > Select date range > Generate.
- Choose a clean date range. Start with last month if this is your first upload.
- Download the file as PDF and CSV.
- 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 RAKBANK merchants before you upload a longer period.
Common problems with RAKBANK 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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