Dashboard
Accounts under this institution
Transaction history
| Client | Flow | Status |
|---|
No transactions yet
Import a CSV to see balances and transaction history here.
Import & manage
Bring in CSV files and manage what's stored
Import a CSV
Drop a file anywhere on this page, choose one, or paste the text.
Paste CSV text instead
When keeping, a row that matches a stored transaction updates its status instead of adding a copy. Re-import a CSV to move pending transactions to success or returned.
Flow accepts inward/outward, in/out, credit/debit or deposit/withdrawal. Status accepts success, pending or returned (settled, reversed and similar words are understood). Reference is optional.
Balances can sit above or below the transactions as shown, or be columns named Available balance, Present balance and Hold on balance, in which case the most recent row's values are used. A file without balances keeps the previous ones.
Any other columns, such as Transaction ID, Memo or Notes, are kept and shown when someone clicks a transaction on the ledger.
Business
Shown in the sidebar and the browser tab.
Account details
Shown on the Ledger page under “Show all account details”. Leave any field blank to hide it.
Stored in this browser
The ledger reads from here.
0