How to Import Transactions

1. Go to Bank Transactions Page. Click on the dots icon.

2. Click on Import

3. Make sure your imported file is .csv or .txt

4. Click on Drag and drop or select files

5. Click on CONTINUE

6. Click on Select Bank Account

7. Click on CONTINUE

8. All info below are all auto generated by TW from your uploaded .csv/.txt

9. Click on CONTINUE

10. Select Keep original values for Checking Account. Select Reverse all Values for Credit Card Account.

11. Select all rows

12. Click CONTINUE

13. Alternatively, you can find an "Import" button above the transaction list.

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