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How to import transactions data from custom Excel or CSV file?

  1. Open CATC file you want to import spreadsheet to or create a New one (and you can delete the only balance adjustment event if you don’t need it).
  2. Then use the menu items Import from Excel or Import from CSV file:

    3. ImportCSV-Menu.png
    Also you can drag and drop you XLSX or CSV file to the toolbar:
    ImportCSV-DragDrop.png

  3. Wait until the dialog Import Spreadsheet/CSV Settings is displayed:

    4. ImportCSV-Settings.png

  4. Review the grid below to ensure that the cells from the file are correctly read.

    5. - For CSV: you can change delimiter symbol in the top left drop down box:
    ImportCSV-Delimiter.png
    - For Excel file: you can change Worksheet in the top left drop down box:
    ImportCSV-Worksheet.png

  5. Adjust First row and Last row. Only valuable rows should be in this range. Headers or empty row should be outside the range:

    6. ImportCSV-FirstLastRow.png

  6. Make Column mapping (map columns from your file to values needed for Cash and the City). You should map at least Date and Amount columns:

    7. ImportCSV-ColumnsMapping.png

  7. If your XLSX or CSV file was created with different to current Windows culture settings then you may need to specify Date format and Number format:

    8. ImportCSV-DateNumberFormat.png

  8. Click Import. You’ll see message box with statistics:

    9. ImportCSV-MsgBox.png

  9. Now your spreadsheet/CSV data is inside Cash and the City.

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