Also, please make sure that for every transaction you will include the date, category and amount. Regarding the files, it is only possible to upload.
In order for the data to be mapped correctly, it is necessary to have it in the right format. Which files can be imported?īefore you start an actual import, you need to make sure that you have your data ready for import. If you already are a user, you might use the import feature monthly to get all your transactions from a bank that is not currently available in Spendee to get a complete overview of your spending regardless of the account. If you are a new user, and you have been tracking your finances before either using a different app, on paper, or in an Excel sheet, you might want to import these transactions and find out right away patterns in your spending behavior. Whether you are new to Spendee or already a long-time user, at some point you might want to import transactions from external sources, such as bank accounts, savings accounts, a pension fund, or anything else. In which situation do I need to use the import feature? If you are interested in export, read this article. To log in, use the same credentials as you are using to log into your mobile app.
Importing transactions is a free feature, however, unlike the export function it only works in our web app.
#Money manager ex import csv how to
In the past weeks, we received a lot of questions about how to import your transactions to Spendee, thus we decided to put together a detailed guide that should help you answer all your questions.
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