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Como importar arquivos CSV bancários
- Export a CSV from your bank or card issuer.
- Upload it in the Assistente de importação and confirm date and amount columns.
- Choose duplicate handling (skip, replace, or keep) and optional auto-categorization.
- Transactions land in sortable, filterable tables tied to your dashboard.
Detalhes do recurso: CSV Import · Artigo de ajuda
Perguntas frequentes
Perguntas frequentes
Como importar arquivos CSV bancários?
Export a CSV from your bank or card issuer. Upload it in the Assistente de importação and confirm date and amount columns. Choose duplicate handling (skip, replace, or keep) and optional auto-categorization. Transactions land in sortable, filterable tables tied to your dashboard.