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How to quickly add transactions into a Bank Account

Issue

How to quickly add transactions into a Bank Account,

Resolution

The following options are available:

Option 1: Upload a CSV file

Option 2: Copy and paste from Excel

The required order in Excel for the transactions is: <DATE><DESCRIPTION>,<CASH OUT>,<CASH IN>. If the order is different, the transactions will not be saved.

Option 3: Manually enter the transactions

Refer to our User Guide for detailed instructions on Entering Bank Transactions.

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