How to quickly add transactions into a Bank Account,
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.