Complex custom imports made simple

31 October 2024v1.42.9

While our new importing system can handle complex data, we know sometimes you just want to add a few transactions quickly. So we've made the process faster and easier than ever:

  1. Open your file

  2. Click Import any data

  3. Check if your file loaded correctly

  4. Tell us what type of data you're importing

That's it! We'll do most of the heavy lifting by creating the right preset for your needs and setting up the columns automatically.

All you need to do is take a quick look to make sure everything looks good, and you're done!

If you need more advanced features later, they're still there. We've just made the basic stuff much faster.