Importing Transactions

Name (Required)

Text

Costco

Short name of the transaction.

Date (Required)

Date

11/14/2022 3:31:00 PM

The time is optional, but recommended.

Amount (Required)

Decimal

-10.15

Can be a positive or negative number. For negative numbers, include a hyphen (-) in front of the number. The number should have 2 decimal places.

Type (Required)

Text

Deposit (+)

Must be one of the following: Credit (+), Debit (-), Deposit (+), Expense (-), Income (+), Incoming Transfer (+), Outgoing Transfer (-), Payment (-), Purchase (-), Withdrawal (-).

Cleared (Required)

Yes/No

yes

Must be either "yes" or "no" (without quotes)

Category (Required)

Text

Groceries

Must be one of the following categories:
Business, Clothing, Debt, Education, Entertainment, Gifts & Donations, Groceries, Health & Fitness, Hobbies, Housing, Income, Insurance, Kids, Loan, Medical, Office & Business, Other, Personal Care, Pets, Phone & Internet, Professional Services, Restaurants, Savings & Investments, Shopping, Transfer, Transportation, Travel, Utilities, Vacation

Color Tag (Required)

Text

Red

Must be one of the following: None, Blue, Green, Orange, Purple, Red, Yellow.

Notes (Optional)

Text

This is a note.

Short text accompanying the transaction.

Receipt Photo (Optional)

URL

https://website.com/link-to-image.jpg

Must be an HTTPS link to a jpg or png.