Step 1
Pick a statement, receipt, or screenshot that covers one account or time period.
Step 2
Use a file with clean, readable descriptions if possible.
Step 3
Add manual entries later when you want to fill gaps or adjust older months.
Common questions
What is the best first file to import?
Pick a statement, receipt, or screenshot that clearly covers one account and one time period. That makes the first review much easier.
Can I upload more files later?
Yes. Start with one clean file, then add more statements, receipts, screenshots, or manual entries as you build confidence in the process.
Related help
Was this article helpful?