Business Finance

Review CSV statements and attach receipts

Business Finance accepts a supported CSV statement for row-by-row review. Uploading the file does not automatically post every line to the cashbook.

Review an import

1. Select the CSV upload control in Business Finance. Include a header row with date, description, and at least one of debit or credit; reference is optional. Use valid calendar dates and positive transaction amounts. An import accepts at most 1,000 rows at once.
2. Open Imported CSV statements → Review rows.
3. For each pending row, choose Income for a credit, Expense for a debit, or Ignore. Confirm the account and details before posting.
4. Review duplicate rows separately; duplicates remain visible and are never posted automatically.

The parser supports quoted descriptions containing commas. A malformed file, missing required columns, unsupported encoding, or inconsistent amounts can be rejected. Fix the source file and import it again rather than editing a posted transaction without a correction record.

To preserve evidence for a transaction, open it in Recent transactions and use the receipt attachment action. Files stay private to the workspace and consume its storage allowance. Confirm the receipt appears before leaving the screen.