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Import Transactions using CSV files

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CodeWithCJ edited this page Apr 10, 2025 · 1 revision

Importing Transaction Data

This page explains how to import your transaction data into SparkyBudget. Follow these guidelines to ensure a smooth and accurate import.

File Format and Requirements

SparkyBudget expects your transaction data to be in a specific format. Each row represents a single transaction, and the following columns are required (except where noted):

  • TransactionPosted: This field represents the date of the transaction. Important: The date format must be consistent throughout the entire file and must be one of the supported formats listed below.
  • TransactionAmount: This field represents the transaction amount. SparkyBudget automatically determines whether the transaction is a debit or credit based on whether the amount is positive or negative.
  • TransactionDescription: A brief description of the transaction.
  • TransactionPayee: The name of the person or company paid or received payment from.
  • TransactionMemo: This field is optional. Use it to add any additional notes or descriptions to your transactions.

Mandatory Columns: TransactionPosted, TransactionAmount, TransactionDescription, TransactionPayee Optional Columns: TransactionMemo

Important Notes:

  • SparkyBudget automatically determines debit and credit amounts based on the TransactionAmount (positive values are credits, negative values are debits).
  • Ensure the TransactionPosted date format is consistently one of the supported formats listed below.
  • All columns except TransactionMemo are mandatory.

Supported Date Formats

SparkyBudget supports a variety of common date formats for the TransactionPosted field. When importing your transaction data, ensure that all dates in your file are in one of the following formats. Mixing formats will cause errors.

Here's a list of the supported formats:

  • YYYY-MM-DD: (e.g., 2023-10-25) - Year-Month-Day
  • MM/DD/YYYY: (e.g., 10/25/2023) - Month/Day/Year
  • DD/MM/YYYY: (e.g., 25/10/2023) - Day/Month/Year
  • MM.DD.YYYY: (e.g., 10.25.2023) - Month.Day.Year
  • DD.MM.YYYY: (e.g., 25.10.2023) - Day.Month.Year
  • MM/DD/YY: (e.g., 10/25/23) - Month/Day/Year (2-digit year)
  • DD/MM/YY: (e.g., 25/10/23) - Day/Month/Year (2-digit year)
  • MM.DD.YY: (e.g., 10.25.23) - Month.Day.Year (2-digit year)
  • DD.MM.YY: (e.g., 25.10.23) - Day.Month.Year (2-digit year)
  • DD-Mon-YYYY: (e.g., 25-Oct-2023 or 25-OCT-2023) - Day-Month-Year (Month can be abbreviated and is case-insensitive)
  • YYYYMMDD: (e.g., 20231025) - YearMonthDay (No separators)

Important Notes:

  • Consistency is key! Choose one of these formats and use it consistently throughout your entire data file.
  • SparkyBudget will attempt to automatically detect the format, but it's best to be explicit to avoid errors.
  • If you're experiencing issues with date recognition, double-check that your dates are in one of these supported formats.

Example Data

Here's an example of how your data should be formatted. This is a CSV (Comma Separated Values) format:

image

TransactionPosted,TransactionAmount,TransactionDescription,TransactionPayee,TransactionMemo
2025-04-09,100.50,Grocery shopping,Supermarket,Weekly groceries
2025-04-10,50.25,Online purchase,Amazon,Books for study
2025-04-11,-75.00,Utility bill payment,Electric Company,April electricity bill
2025-04-12,200.00,Freelance payment,Client XYZ,

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