🔃Mass upload of transactions via FinImport
Mass upload of transactions via FinImport
FinImport allows you to upload a large volume of transactions for quick analysis and automatic categorization. It is an ideal tool for those who want to save time on manual data entry.
Access to functionality
To use the bulk download feature, follow the link to the desktop version of FIN AI: FIN - AI Financial Assistant.
Log in to your account and find the FinImport section in the menu.
Preparing a file for import
Before uploading data to FIN, you need to properly prepare the file for import.
File format: FIN supports files in the Google Sheets format (.xlsx).
Google Sheets template.
Use the ready-made template available in the FinImport section. Click on the link to the Google Spreadsheet and create a copy to your Google Drive for further editing.
Required data in the file
Fill in the file according to the following required columns:
Operation name: A brief description of the transaction (for example, "Rent payment").
Date: The format is YYYY-MM-DD (for example, 2024-01-15).
Operation amount: The numerical value of the transaction
Currency: Specify the currency of the transaction (for example, USD, UAH, EUR).
Make sure that all the data in the file is correct and meets the specified requirements. This will help you to quickly prepare the data for loading into FinImport and avoid errors during import.
Uploading a file
Step-by-step instructions for importing transactions:
Open the import section
In the desktop version of FIN, click on the FinImport tab.
Click the Download button.
Upload the prepared file
Enter a name by which you will identify your file with financial transactions.
Enter the account for which you want to add financial transactions.
Paste a link to your financial transaction document.
Click the Download button.
Then, within 1-6 minutes, FinImport will import and automatically categorize transactions.
Edit transactions after importing
After the data is uploaded, the imported transactions will appear in the "Transactions not confirmed" list on the MyFin page.
View all uploaded transactions and their categories. Categories are assigned automatically based on the transaction description.
Select them and click Confirm all.
If the categorization of transactions was incorrect, you can correct it:
Click on the desired transaction in the list.
Select a new category from the drop-down list.
Save your changes.
User case:
Bert, a freelancer, uploads three months of bank statements to a Google Sheets template. Thanks to FinImport, the system automatically sorts transactions into categories: "Food", "Transportation", "Rent". After checking, Bert changes the category of several transactions that were mistakenly categorized as "Other". It only takes a few minutes.
The bulk download function through FinImport is a simple and efficient way to analyze large amounts of financial data.
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