Generally speaking if your data is in excel or CSV spreadsheet, it's possible to import it into Rounded.

The process is the same for income or expense data. If it's the first time you are visiting the main Income or Expense section you'll see the following:

If income or expense records have already been added the view will be different and the import option is under Options:

To import using a CSV file

Choose the Import from CSV option and a panel will slide out from the right hand side: 

For both income and expense imports, download the CSV template.

If you’re not registered for GST:

  • Click this LINK to download a sample CSV template for importing income 
  • Click this LINK to download a sample CSV template for importing expenses

If you’re registered for GST:

  • Click this LINK to download a sample CSV template for importing income 
  • Click this LINK to download a sample CSV template for importing expenses

We recommend pasting the data from the original spreadsheet into the downloaded CSV template.

Once done, save the template CSV with the added data then click Select a CSV file choose the file then click Import now to import the data.

Import your expense data from a QIF file as well.

To import using a QIF file

Choose the IMPORT FROM QIF option and a panel will slide out from the right hand side:

Click Select a QIF file and choose the file then click Import now to import the data.

IMPORTANT NOTES

  • The Date and Amount columns are required columns where the
    - Date column should have the YYYY-MM-DD format
    - Amount column should have the Number format 
  • Manually importing data can be tricky and any number of things might cause an import to fail. If you try and don't succeed please get in touch with us via in-app chat. We're happy to help with formatting your data and getting it into Rounded.

Don't forget to download the Rounded mobile app!

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