Import Old Records
Bring in bills, payments and expenses from before the system - type them, paste from Excel or upload a CSV. Check first; every import can be undone.
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- Type the rows below, or copy rows in Excel or Google Sheets and paste them into the first cell (Ctrl+V). You can also upload a CSV.
- Press Check. Each row shows what will happen; nothing is saved yet.
- Fix the red rows (or leave them out), then press Import. A wrong import can be undone in Imports.
Options
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Every import is kept here. Undo removes what the import saved: payments are reversed, bills are voided (a bill that later got other payments is kept) and expenses are deleted. The Audit Log keeps a record.
| When | What | Rows saved | Skipped | Amount | Note | By | Status | |
|---|---|---|---|---|---|---|---|---|
| — | ||||||||
