CSV upload guide

Guidelines for the csv file structure

Below is a summary of the three columns used in the CSV file:

  • TRAN_DATE: The date of the transaction, formatted as DD/MM/YYYY, YYYYMMDD or YYYY-MM-DD

  • AMOUNT: The transaction amount, with negative values indicating a debit.

  • NARRATIVE: A description of the transaction.

You may use the sample csv file below as a reference point.

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