Import bank CSV

To import a CSV from your bank with transactions of your income/expenses, and view the data within the Monitorator dashboards, here is what you need to do:

Register a bank in Monitorator

First, you need to specify within Monitorator which banks you have. If you have already completed this step, you can skip it and go directly to importing the CSV of transactions.

1. Log into your Monitorator account. Access "My Banks" from the dropdown menu (top left corner).

2. Click on "Add new bank".

3. Enter an identifiable name and save the changes.

The name you enter does not have to be the real name of the bank. It should just be a name that will make it easy for you to know which account of your company you are referring to.

You can have several bank accounts within Monitorator.
- For example, if there are two partners and each pays for different things.
- Or if the company has several accounts in various banks.

Import transactions in CSV

To facilitate the creation of the transaction log, a CSV import feature has been implemented. You can export transactions from your bank account into a CSV, and then import the CSV into Monitorator.

1.  Download a CSV from your bank's website. Depending on whether you have many transactions, we recommend exporting a CSV with data from just a few months, not several years at once.

2. Log into your Monitorator account. Access "My Transactions" from the dropdown menu (top left corner).

3. Click on "Import CSV".

4. Fill in the fields on the form.

5. On the following page, you need to specify which columns from the CSV are going to be used for importing data.

Remember to check afterwards that all transactions have a project assigned. If they do not have a project, they will not be displayed in the charts.