AlluviumImport a bank file
Bring in a CSV file from your bank: choose the account, match its columns, check the preview, then import.
Every Import a bank file feature
Read the bank's own date format, decimal mark, how money out is shown, and rows before the header.
- Set Date format, Decimal mark, A negative amount is, and Rows before the header.
Not in the demo. Needs a file from your device.
Say which column is the date, payee, amount and more; the first rows show how it reads.
- Pick each column under Column mapping.
Not in the demo. Needs a file from your device.
Before importing, each row shows what it will become; rows already imported are skipped and possible duplicates are held back.
- Import row anyway lets a real second purchase in.
- Rows it couldn't read are listed.
Not in the demo. Needs a file from your device.
Save a bank's mapping and it's recognised the next time.
- Name it under Save this mapping as.
Not in the demo. Needs a file from your device.
Each import is listed with its file; download the original or undo just that import.
- Under Past imports, tap Undo import, then confirm.
Not in the demo. Needs a file from your device.