Importing Transactions - Balance Pro Support



Importing Transactions

Last updated:

November 6, 2023

It is important that you upload accurate information for the import process to be successful. Please be sure to double-check your upload file before upload. There's no bulk deleting of transactions in Balance Pro. If you upload 100 transactions and they are wrong, you'll have to delete those one-by-one manually.

Please note: After you have imported your transactions, navigate to the account and verify the import. If you do not see any transactions imported it means your upload CSV file is incorrect.

Upload Fields and Requirements (Limit 1,000 items)

Field Name	Type	Example	More Details
Name (Required)	Text	Costco	Short name of the transaction.
Date (Required)	Date	11/14/2022 3:31:00 PM	The time is optional, but recommended.
Amount (Required)	Decimal	-10.15	Can be a positive or negative number. For negative numbers, include a hyphen (-) in front of the number. The number should have 2 decimal places.
Type (Required)	Text	Deposit (+)	Must be one of the following: Credit (+), Debit (-), Deposit (+), Expense (-), Income (+), Incoming Transfer (+), Outgoing Transfer (-), Payment (-), Purchase (-), Withdrawal (-).
Cleared (Required)	Yes/No	yes	Must be either "yes" or "no" (without quotes)
Category (Required)	Text	Groceries	Must be one of the following categories: Business, Clothing, Debt, Education, Entertainment, Gifts & Donations, Groceries, Health & Fitness, Hobbies, Housing, Income, Insurance, Kids, Loan, Medical, Office & Business, Other, Personal Care, Pets, Phone & Internet, Professional Services, Restaurants, Savings & Investments, Shopping, Transfer, Transportation, Travel, Utilities, Vacation
Color Tag (Required)	Text	Red	Must be one of the following: None, Blue, Green, Orange, Purple, Red, Yellow.
Notes (Optional)	Text	This is a note.	Short text accompanying the transaction.
Receipt Photo (Optional)	URL	https://website.com/link-to-image.jpg	Must be an HTTPS link to a jpg or png.

‍

Top Benefits of Using a Receipt Scanner App

In this article, we'll explore the different options available for receipt scanning and delve into the reasons why this technology has become so popular. Most importantly, we'll take a look at the benefits of using a receipt scanner app.

Beyond Money: How a Financial Advisor Can Support Your Life Goals

Financial advisors have evolved from investment experts to trusted partners, helping clients align their finances with broader life goals and dreams.

PayPal 1099-K: A Guide for Freelancers and Sellers

If you generate income through your website, or managing multiple clients as a freelancer, chances are you'll receive payments via PayPal. In this guide, we'll explain who gets a PayPal 1099-K, what to do with it, and how to file your self-employment taxes.

How to Retrieve a Receipt From Walmart

Retrieving your Walmart receipt from the Walmart website is an easy task that can be done in just a few simple steps. All you need to do is go to the Walmart website and follow the instructions outlined in this helpful article.