Loading accounting data
Operations
Trace every uploaded source file from detected rows through accepted, rejected, and duplicate results.
Choose which files to use, then return to preview and add new rows. Saving a source does not import it. Showing up to 100 recently saved sources.
Load a Sheet and choose “Save this Sheet for later” to keep its tab and bank account here. You can add more sources whenever needed.
Hiding a source keeps imported transactions and evidence. Add the same source again to restore it.
2 recent batches
Source files are private| Source | Bank account | Detected | Accepted | Rejected | Duplicates | Imported | Status |
|---|---|---|---|---|---|---|---|
chase-operating-aug-2026.csv CSV · aaaaaaaaaaaa… | Operating checking | 42 | 39 | 3 | 2 | 2026-08-21 Jordan Lee Two rows matched existing transactions and need review. | COMPLETED |
comdata-week-33.xlsx XLSX · bbbbbbbbbbbb… | Fuel card | 18 | 18 | 0 | 0 | 2026-08-20 Jordan Lee | COMPLETED |