Import
Upload CSV
Match the Access flow: pick a bank, optional start and end dates, import date, notes, then load the bank file.
Banking
Upload your bank CSV just like frmBankImport, track import notes and date range, and write the transaction rows into the backend tables.
Import
Match the Access flow: pick a bank, optional start and end dates, import date, notes, then load the bank file.
Recent Imports
| Date | Bank | File | Seen | New | Updated | Skipped |
|---|---|---|---|---|---|---|
| 2026-06-10 | USAA | usaasavings.csv | 3 | 0 | 3 | 0 |
| 2026-06-10 | USAA | usaamain.csv | 1 | 0 | 1 | 0 |
| 2026-06-10 | USAA | usaacredit.csv | 103 | 25 | 78 | 0 |
| 2026-06-10 | Square | sales-summary-2026-05-01-2026-05-31.csv | 29 | 0 | 0 | 29 |
| 2026-06-10 | Square | item-sales-summary-2026-05-01-2026-06-01.csv | 1 | 0 | 0 | 1 |
| 2026-06-10 | MidFlorida | midcredit.csv | 19 | 0 | 0 | 19 |
| 2026-06-10 | MidFlorida | midcheck.csv | 15 | 0 | 0 | 15 |
| 2026-06-10 | MidFlorida | midcheck.csv | 15 | 0 | 0 | 15 |
| 2026-06-10 | MidFlorida | midcredit.csv | 19 | 0 | 0 | 19 |
| 2026-06-10 | Lowes | lowes3.csv | 8 | 0 | 8 | 0 |
| 2026-06-10 | Lowes | lowes2.csv | 5 | 0 | 5 | 0 |
| 2026-06-10 | Lowes | lowes3.csv | 8 | 0 | 8 | 0 |
| 2026-06-10 | Lowes | lowes3.csv | 8 | 0 | 8 | 0 |
| 2026-06-10 | Lowes | lowes2.csv | 5 | 0 | 5 | 0 |
| 2026-06-10 | Lowes | lowes2.csv | 5 | 5 | 0 | 0 |
| 2026-06-10 | Centennial | centennial.csv | 134 | 30 | 104 | 0 |
| 2026-06-10 | CapitalOne | capitalonesavor.csv | 62 | 16 | 46 | 0 |
| 2026-06-10 | CapitalOne | capitalmaincheck.csv | 72 | 0 | 72 | 0 |
| 2026-06-10 | CapitalOne | capitalquicksilver.csv | 147 | 32 | 115 | 0 |
| 2026-06-10 | CapitalOne | capitalsavings.csv | 11 | 2 | 9 | 0 |
| 2026-06-10 | CapitalOne | capitalmaincheck.csv | 72 | 15 | 57 | 0 |
| 2026-06-10 | amazon3.csv | 29 | 28 | 1 | 0 | |
| 2026-06-10 | amazon2.csv | 39 | 39 | 0 | 0 | |
| 2026-06-10 | Amazon | amazon1.csv | 38 | 38 | 0 | 0 |
| 2026-05-08 | USAA | usaavisa.csv | 80 | 0 | 80 | 0 |
| 2026-05-08 | USAA | usaavisa.csv | 80 | 4 | 76 | 0 |
| 2026-05-08 | USAA | usaasavings.csv | 3 | 0 | 3 | 0 |
| 2026-05-08 | USAA | usaamainchecking.csv | 1 | 0 | 1 | 0 |
| 2026-05-08 | MidFlorida | midlforidacreditcard.csv | 25 | 0 | 0 | 25 |
| 2026-05-08 | MidFlorida | midfloridacarloan.csv | 5 | 0 | 0 | 5 |