Import Transactions into the Expense Manager

You can import your transactions manually in the Expense Manager for a more precise and customized experience. Follow the steps below to import your transactions successfully.

Steps to Manually Import Transactions

1. Access the Expense Manager
   Select the Expense Manager module at the top of the ExpensePoint screen.
   
2. Select Transactions
   Click on the Transactions menu option from the Entry Tasks navigation menu.

1. Select Import Transactions
   Click the Import Transactions button in the upper right corner of the Transactions window.
   
2. Choose the Template and the File
   The Import Transactions window will open, allowing you to select the appropriate template for the format of your file.
   
   Click Browse to locate and select the file containing your transactions.
3. View Imported Transactions
   Once imported, the transactions will appear in the list. If they have not appeared, click the Refresh button in the upper-right corner to update the view.
   

Note: If you have setup an automatic Credit Card feed, the Import Transaction option will not be available on the Transactions list window.