Budget Burndown
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Annual Budget
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Import Transactions from CSV
Quick Import
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Smart Import
Smart Import automatically finds and imports your recent bank statements from your Downloads folder.
How it works:
- Scans the 3 most recent CSV files from your Downloads folder
- On server:
/data/downloads(mounted from host) - Locally:
\\VIDEOEDITING\Downloads
- On server:
- Detects which account each file belongs to by filename:
- "Exported..." → Qualstar Credit Union
- "Since..." → Citi Visa
- "activity..." → Delta AmEx
- Loads all transactions from matched files
- Takes you directly to the preview page to review and import
Tip: Make sure your recent CSV exports are in the Downloads folder before using Smart Import.
Importing Transaction
Transaction Details:
Date:
Amount:
Description: