If you have numerous transactions to add, you don’t have to add them one by one as this would be very time consuming. Instead, you can upload a CSV file to import bank account and/or credit card transactions to Cashflow in bulk.
You can download CSV files from most banks by logging into your bank account, selecting the account you want and downloading the transactions.
Because many banks will download the CSV files differently, you will need to adjust it to match (exactly) one of the three portal template options provided below.
NOTE: You must use one of the example templates provided below to format your data. You can copy and paste the appropriate template It is vital that you follow the template as it appears and save it as a CSV file. Do not edit the headings or format of the templates as this will result in a failed upload.
Example template 1
|EXAMPLE INCOME||12.31||LEAVE BLANK||1/08/2020|
Example template 2
|Example Income||LEAVE BLANK||12.31||LEAVE BLANK||1/08/2020|
Example template 3
|EXAMPLE INCOME||12.31||LEAVE BLANK||CREDIT||1/08/2020|
To import the CSV file for bulk upload of transactions:
- Once you have formatted your data into one of the above mentioned templates and saved as a CSV file, click on Tools in the top right hand corner of the cashflow tab.
- In the dropdown menu select Bulk add transaction (CSV upload)
- The statement upload screen pops up, choose the account you want to import and look for the CSV file you have prepared matching the download CSV template.
- Click Upload.
- The transactions will now appear in the transactions screen.