CSV Imports
Upload bank registers or donation exports and post to the ledger.
Bank Register
Upload a CSV export from your bank (Date, Description, Withdrawal/Deposit, Balance) to populate the normalized transactions store.
Bank CSV Import
Step 1 of 3 — Upload → Preview → Post
Expected columns: Date, Description, Withdrawal/Deposit (or separate Withdrawal & Deposit), Balance.
Donations Export
CSV Import Wizard
Step 1 of 5 — Upload → Map → Validate → Categorize → Post