```
NumTrak Logo

NumTrak

Import Transactions

Format Instructions

CSV Format

  • • Required columns: Date, Type, Amount
  • • Optional columns: Description, Currency, Category
  • • Date format: YYYY-MM-DD (e.g., 2024-01-15)
  • • Type: "income" or "expense"
  • • Amount: Decimal number (e.g., 100.50)
  • • Currency: Currency code (default: USD)
  • • Category: Automatically created if it doesn't exist
Date,Description,Type,Amount,Currency,Category
2024-01-15,Laptop purchase,expense,999.99,USD,Electronics

Tip: Use the mapping templates below to match your file columns with NumTrak fields.

Upload File

CSV Format (.csv)
Standard CSV Format: For files exported from NumTrak or with standard column names.
enesfrht