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14. Importing Transactions

Importing Transactions Overview

Learn how transaction import works in Common Cents and where mappings and Teach It fit into a repeatable import workflow.

Importing transactions in Common Cents happens inside Mass Transaction Entry.

Before you start #

  • Turn on Mass Transaction Entry in Settings > Features.
  • If you want imported payee names matched to saved payees, also turn on Payee Matching in the Mass Transaction Entry settings.
  • Bring in data as a CSV file or as copied CSV or tab-delimited rows from a bank export or spreadsheet.

In this section #

The import flow at a glance #

  1. Open Add/Import Transactions.
  2. Paste copied rows or drag in a CSV file.
  3. Choose a compatible saved mapping or create a new one.
  4. Review the rows in Mass Transaction Entry and fix any highlighted issues.
  5. Save the rows only after the sheet looks right.