Financial Auditor
CSV Import Guide
Learn how to import your financial transactions into the Financial Auditor Dashboard
Quick Start
Download our CSV template to get started with importing transactions.
Example Data
Download a sample CSV file with 10 example transactions.
CSV File Requirements
Your CSV file must meet these specifications
transaction_id
Unique identifier for each transaction (e.g., TXN001, INV-2024-001)
amount
Transaction amount as a decimal number (e.g., 150.50, 2500.00)
merchant
Name of the merchant or vendor (e.g., Acme Corp, Office Supplies Inc)
date
Transaction date in YYYY-MM-DD format (e.g., 2024-01-15)
Optional Fields
category
Transaction category for better organization (e.g., Supplies, Utilities)
Format Requirements
- File must be in .csv format (comma-separated values)
- First row must contain column headers
- Amounts should be decimal numbers (no currency symbols)
- Dates must be in YYYY-MM-DD format
- Maximum 10,000 rows per import
Sample CSV Format
Here's what your CSV should look like
transaction_id,amount,merchant,date,category TXN001,150.50,Starbucks,2024-01-15,Coffee TXN002,2500.00,Acme Corp,2024-01-15,Business TXN003,45.99,Amazon,2024-01-16,Shopping TXN004,1200.00,Electric Company,2024-01-16,Utilities TXN005,89.50,Restaurant ABC,2024-01-17,Dining