How to import transactions
Learn how to import transactions into Banktrack from an Excel or CSV file.
To import transactions into Banktrack you can use the following template that we provide or make the formatting adjustments in your file so that it works correctly. In this video you can see more details on how to import transactions from your Excel to Banktrack.
ℹ️ Video translation into English in progress
Downloadable template
You can download the template at this link: View transaction import template
Accepted formats
If you prefer to modify the format of your file without using the template, remember that the formats accepted in Banktrack are the following:
| Field | Format | Required |
|---|---|---|
| Concept | Text | ✅ Yes |
| Amount | Number without thousands separator | ✅ Yes |
| Date | Date in YYYY-MM-DD format | ✅ Yes |
| Identifier | Not necessary | ❌ No |
| Comment | Text | ❌ No |
| Balance | Number without thousands separator | ❌ No |
| Execution date | Date in YYYY-MM-DD format | ❌ No |
If you have any questions regarding importing transactions, you can contact us in the chat that you will find in the lower right corner of the screen.
Last updated Dec 29, 2025