How to manually import bank transactions in FINSYNC
If you choose to sync a bank account, FINSYNC will automatically import up to the last 90 days of transactional activity. In addition, FINSYNC will continue to import new transactions daily. However, if you wish to add transactions more than 90 days old, or you do not wish to sync your bank account, you can manually import your transactions.Please Note:
We recommend using a CSV file for import — specifically the import template available on the Import screen in FINSYNC. Follow steps 1–3 below to access the CSV import template.
For any transaction that deducts from the account, the dollar amount must include a negative sign (–) to the left of the number (e.g., –150.00).
1. Within the FINSYNC Business Platform, click Banking from the top menu. On the left menu, select the bank account or charge account you wish to use for importing transactions.
Note: If you only have one bank account added, it will be selected by default.
2. Hover over Bulk and select Import from the dropdown. This will bring you to the Import Transactions view.
3. On the Import Transactions screen, start by downloading your transactions from your bank's website. In step 1, a CSV template is provided for you to enter your transaction data. The template includes 4 fields: Date, Description, Amount, and Account.
4. Once you have finished adding all of your transaction details to the template, choose Select File in step #2 to search for your CSV or Excel file from your computer.
5. In Step 3, select whether your file has separate columns for payments and deposits or if they are combined in one column (as positive and negative numbers). Negative numbers must be displayed with a negative sign to the left of the number.
6. In Step 4, select each of the field names in FINSYNC that match the fields in your file. For example, your file may have a field called Category, which would be matched to the Account field in FINSYNC. This must match to the specific Chart of Account entries within FINSYNC. If you are unsure of the correct values, leave that field unmapped and update it directly in FINSYNC after the import.
7. Select Import Transactions. You will be notified of any issues with the data in your file, such as improperly formatted dates or empty fields.
The import time depends on the number of transactions — larger files may take several minutes to process. A status message will appear when the import is complete.
Look for these issues in your source file that can cause the import to fail:
- Your "Amount" column(s) includes values of zero (0.00) or no value.
- Your "Amount" column(s) includes non-numeric values.
- A column from your file is matched with the wrong FINSYNC value. For example, your "Amount" column is matched with the "Account" value.
Related Articles:
What Happens When Bank Transactions are Imported?
How To Split Bank Transactions
Applying Bank Transactions to Payables/Receivables
Categorizing Bank Transactions with Chart of Accounts