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)
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