Preview sample checks lets you inspect a fictional PDF or CSV and compare its source rows with expected transactions and balances. Use it to understand the statement information the workflow expects.
- Open Try a sample statement and choose Preview sample checks.
- Choose Check sample PDF or Check sample CSV, then wait for the result.
- Review the dates, descriptions, debit and credit values, and displayed opening and closing balances.
The check result states that no records were saved. Running a sample check is therefore different from uploading the sample through the actual statement-import workflow.
Use the example as a format reference
Your bank does not need to use the exact same page layout. It does need clear account identity, dates, descriptions and amounts, with complete pages and balances where available.
If you choose to upload a sample for practice, keep its fictional status explicit and use an appropriate test context. Do not treat sample balances or category proposals as real company activity. Review the resulting unposted rows before any accounting decision, just as you would with a genuine source.
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