How do I import transactions from a CSV file?
Upload a file, review the preview and skip rows that do not have a valid format.
Guide based on the current Rank beta
Import accepts a CSV file with date, description and amount columns. Rank shows a preview before saving.
How to do it
- 1Open Import transactions from Accounts.
- 2Select or drag in the CSV file.
- 3Review valid rows and formatting warnings.
- 4Continue to import the valid rows.
- 5Review the summary of imported rows, duplicates and errors.
Keep in mind
- Rows with errors are skipped.
- If required columns are missing, correct the file header and try again.
- If there are no valid rows, Rank will not start the import.
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