Import Transactions - FY 2025-2026

Import Instructions

• Your file should contain columns for: Date, Type (expense/income), Amount
• Optional columns: Description, Payee/Source, Check No, Memo, Budget Line Item Name
• Dates can be in common US formats (MM/DD/YYYY, YYYY-MM-DD, etc.)
• Type should be "expense" or "income" (case-insensitive)
• Amount should be positive numbers only
• Budget line items will be matched by name (case-insensitive) or created if not found