How to import transactions
Upload an Excel file with your transactions to Banktrack
Última actualización
Upload an Excel file with your transactions to Banktrack
Última actualización
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: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 DD/MM/YYYY format
Identifier: Not necessary
Comment: Text
Balance: Number without thousands separator
Execution date: Date in DD/MM/YYYY 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.