Upload a bank export

Almost every bank lets you download your transactions from its website, usually under Activity, Statements or Export. Choose CSV or Excel and the longest date range offered.

To upload

1. Open Settings › Data, or use the upload box on the Dashboard.
2. Choose the file. CSV, XLSX and XLS are accepted, up to 4 MB.
3. Flocuity works out which column is the date, the description and the amount. If it can’t be sure, it asks “Which column is which?” instead of guessing. Pick them once and Flocuity remembers that layout for next time.
4. The transactions are added and the forecast updates.

Good to know

• Uploading overlapping date ranges is fine. Transactions already in your forecast aren’t added twice.
• If the file is larger than 4 MB, export a shorter date range and upload it in two parts.
• The file itself is deleted automatically 30 days after upload. The transactions stay.
• Upload a fresh export every few days to keep the forecast current: once any account’s balance is more than four days old, Flocuity asks for one.