Banktrack
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  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
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    • Plans and pricing
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  1. TRANSACTIONS

How to import transactions

Upload an Excel file with your transactions to Banktrack

AnteriorHow to ignore a transactionSiguienteHow to add a transaction manually

Última actualización hace 4 meses

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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

You can download the template at this link:

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.

🔍
https://docs.google.com/spreadsheets/d/1ryCRwc0KCTYId943Iabjqm7wJsbJmoDyR1azucZTngE/edit?usp=sharing
Tutorial for importing transactions