Import transactions older than 90 days for an account

You can import transactions older than 90 days from your online banking account using a CSV file. This allows you to add entries that GetMyInvoices did not import automatically.

Step 1: Open the menu

• Select “Banking” from the menu on the left.
• Click the menu icon “Account and Credit Card” (three horizontal lines).

Step 2: Upload the File

• Select the desired account.
• Click the three dots under “Actions” on the right.
• Select “Upload Transactions.”

Step 3: Upload File - Match Fields

• Click “Select File.”.
• Select the file you want to upload.
• Use the drop-down menu to assign the column headers. “Ignore” is selected by default.
• Leave columns that you do not want to import set to “Ignore.”
• These fields are required: Amount, Currency, Transaction Description (Invoice Number), and Transaction Date.
• Pay attention to the signs: negative amounts represent incoming invoices, and positive amounts represent outgoing invoices.
• Click Save to complete the import.

Important Note:

• The file should contain only transactions that are older than 90 days.
• If transactions already exist in GetMyInvoices, duplicates may occur.