csv file

Question asked by sandy dew 10 years ago

how do you import a csv file from credit card

1 Reply

Hi Sandy,

You have two choices really. You can either set up the automatic bank feeds with Yodlee and link the credit card account. This will then allow you to mass import your transactions directly from your bank account. You can also upload via CSV. To do so simply go to Money > Bank Accounts and click Import next to the credit card account. the system will then ask you to select a file to import.

I hope that helps,

Chris

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