How to import transactions

Upload an Excel file with your transactions to Banktrack

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

Tutorial for importing transactions

You can download the template at this link:https://docs.google.com/spreadsheets/d/1ryCRwc0KCTYId943Iabjqm7wJsbJmoDyR1azucZTngE/edit?usp=sharing

If you prefer to modify the format of your file without using the template, remember that the formats accepted in Banktrack are the following:

• Concept*: Text

• Amount*: Number without thousands separator

• Date*: Date in YYYY-MM-DD format

• Identifier: Not necessary

• Comment: Text

• Balance: Number without thousands separator

• Execution date: Date in YYYY-MM-DD format

Fields marked with * are mandatory.

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.