TenantShell

Import from Excel

Paste bank transactions directly from spreadsheets

Select Bank Account

Select the bank account for these transactions

How to Import

  1. 1
    Select your bank account above
  2. 2
    In Excel/Sheets, select your data (include header row) and copy
  3. 3
    Click in the paste area and paste (Ctrl+V or Cmd+V)
  4. 4
    Map columns to correct fields (Date, Description, Amount)
  5. 5
    Review validation and fix any errors inline
  6. 6
    Click "Confirm & Import" to post transactions