Deline

Keep a credit card statement in your books

In Banking → Card statements, press Add a card statement, choose the CSV from your card provider, enter the card name, the period and the balances, check the CSV options and press Keep this statement. Deline keeps it as evidence and posts nothing; you then link the card to its card account to review it against your books.

  • L1 · Everyday
  • WhereUnited States
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Steps

  1. Open Card statements from Banking and press Add a card statement.

    Step 1: Open Card statements from Banking and press Add a card statement.
    Step 1 in Deline (United States business, fictional data) · See the whole screen

  2. Choose the statement CSV from your card provider.

    Step 2: Choose the statement CSV from your card provider.
    Step 2 in Deline (United States business, fictional data) · See the whole screen

  3. Enter the card name, the statement period and the balance owed at the start and the end.

    Step 3: Enter the card name, the statement period and the balance owed at the start and the end.
    Step 3 in Deline (United States business, fictional data) · See the whole screen

  4. Open CSV options and check the columns, the date format and whether charges are positive.

    Step 4: Open CSV options and check the columns, the date format and whether charges are positive.
    Step 4 in Deline (United States business, fictional data) · See the whole screen

  5. Check that the lines add up and press Keep this statement.

    Deline checks that the lines add up to the change in balance before you can keep it.

    Step 5: Check that the lines add up and press Keep this statement.
    Step 5 in Deline (United States business, fictional data) · See the whole screen

Last checked 2026-11-08 by the guide runner on build 5446d374d (Deline 429a9af2e) (local Deline stack).