Usage Guide
To get started, upload an Excel file with the following sheets or begin with the sample data and export anytime:
AccountsCategoriesSubCategoriesEventsTransactions
Expected columns per sheet:
- Accounts:
id, name, type, openingBalance, date - Categories:
id, name, txnType(Expense|Income|Transfer) - SubCategories:
id, categoryId, name - Events:
id, name— helps categorize and organize transactions by events. - Transactions:
id, date(YYYY-MM-DD), accountId, type(Expense|Income|Transfer), amount, categoryId, subCategoryId, notes, description, eventId, isRecurring
💡 Tip: Make sure your date column uses the format
YYYY-MM-DD for smooth imports. You can always re-download a sample sheet for reference.