CSV file upload for Q2 - can this be done to save hours inputing each line item again and again?

Hi John,

Unfortunately, it is not possible to import your income and expenses on the Property plan. Instead, you can import bank statements and explain your transactions directly within your account. When bank transactions are brought in, explaining them is the process of matching those bank lines to your records or categorising them into the relevant income or expenditure accounts.

As you explain transactions, the system will create import rules based on the transaction description and your explanation of the contact and account code so that if future transactions have a matching description, the system will automatically explain these.

Where the transaction slightly differs each transaction such as having dates or some numbers after the description, you can customise the search term on the bank explain screen like so:

Alternatively, you can customise historic transactions under Settings > Import rules. The import rules feature is a great tool for automating the explanation of recurring transactions on bank statements.

Tommy