How do I manually import bank transactions?

Manually Connected Account

Importing Bank Transactions:

Nota allows you to import bank transactions to your manually connected bank account:

Click the Import bank transactions button on the Trust Account Dashboard, above the Untagged Transactions

Click the Import Bank Transactions button on the All Transactions Screen

You will be able to download a Template from Nota that you can input your transactions to and easily import into Nota

Fill out the template with the transactions you want to enter into Nota. You will need the date, description, credit/debit amount

Choose to Export this template to .CSV

In the Nota application, click the Choose File button on the importer and choose the file you want to import. Click Import

Nota will present a review screen of the transactions found on the file. Review and choose Import to complete

If there are errors or concerns Nota will alert you in the screen. If you need to make corrections, cancel and edit your file.

After click of Import, you are returned to the dashboard and your transactions should be displayed under Untagged Transactions.

Repeat the import feature every time you have transactions to import!

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.
Nota is a product offered by M&T Bank. It is available to attorneys whose offices are located in and who are practicing law in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV and to whom the rules and regulations for IOLTA accounts are applicable. The advertised product and its features and availability are subject to change at any time and without notice. Use of the product is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.