Debit & Credit - How to Import Files

Debit & Credit User Guide

How to Import Files

Step 1. Open the File

To import a file in macOS, select the file either via the "Import / Export" menu in the menu bar or by dragging the file onto the app icon in the Dock.

To import a file in iOS, open it in any other iOS app (e.g. Mail or Safari), tap on the share button and select Debit & Credit in the sharing options:

Step 2. Assign Table Columns (Applicable to CSV Files Only)

This step is applicable to CSV files only. You will be asked to assign columns located in the file to the corresponding values (e.g. date, amount, description, etc). You will need to at least assign the date and amount columns. Other columns are optional.

Some CSV files have separate columns for positive (income) and negative (expense) amounts. In this case, please make sure that you select "Amount (Expense)" and "Amount (Income)" values for these columns. In all other cases, please use a single "Amount" value.

Step 3. Match Values Found in the File to the Values in Your Database

You will be asked to match values that were recognized for different attributes (e.g. account, description, category) to the existing values in the app. Accounts, categories, payees and tags can be created on import if needed.

In case if you are importing a file with transactions for a single account that could not be identified from the file, you will be asked to specify it (you will be asked to select "account for imported transactions").

Step 4. Select Transactions to Import

The app will present you with a list of transactions to be imported. Debit & Credit will do its best to recognize transactions that were previously recorded in the app and will uncheck them by default.