Import Transactions
Upload Your File
Click to upload or drag and drop
Supported formats: csv, xls, xlsx
Download Templates
Use our pre-formatted templates to ensure your data imports correctly. Choose the format that works best for you.
CSV Template
Simple text format, compatible with most spreadsheet software
Excel Template
Native Excel format with data validation
How It Works
1
Download a Template
Start by downloading either a CSV or Excel template that matches our required format.
2
Fill in Your Data
Add your transactions to the template. Use negative amounts for expenses and positive for income.
3
Upload and Import
Upload your completed file and we'll import your transactions automatically.
File Format
Your import file must include the following columns:
| Column | Format | Description |
|---|---|---|
| date | YYYY-MM-DD | Transaction date in YYYY-MM-DD format |
| description | Text | Brief description of the transaction |
| amount | -0.00 | Transaction amount (negative for expenses, positive for income) |
| vat_rate | 0, 7, 19 | VAT rate applicable to this transaction |