See a video of how to do this here.
Step 1: Select "Transactions" on the left side of the screen.
Step 2: Click the Actions button and select Import Transactions.
Step 3: Ensure the spreadsheet file matches the sample file.
On the upload screen, click the 'sample file' link to see the required format. Confirm your spreadsheet is one of the supported file types: CSV, XLS, or XLSX.
Step 4: Click Upload File or drag and drop your document to upload. Once the analysis finishes, you'll see a screen asking you to verify the transactions types.
Review the income and expense transaction types the system detected.
If they're reversed, choose the option to swap them. This flips the transaction types before anything is imported.
If everything looks correct, select Yes, looks correct to continue.
Step 5: Review each detected column header on the mapping page.
Use the drop-down menu beside each header to reassign anything that's matched incorrectly.
Click Start Import.
The import takes a few seconds to run. You'll see an import complete success banner when it's done, and you can return to the transactions page to view everything you imported.