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Articles in Data import

Data import: bring your entries in from a spreadsheet

Import expenses, income, clients and suppliers from a CSV or Excel spreadsheet in four steps: file, column mapping, row-by-row review and a result with an error report.

4 min369

OFX statement import: reconcile your bank in Finances

Import your bank or card OFX statement, classify each transaction as expense, income, transfer or skip, avoid duplicates and check the app balance against the bank's.

4 min3