Step 1: Select "Transactions" on the left side of the screen.

Step 2: Click the Blue Actions button and select Import Transactions.
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Step 3: Ensure the spreadsheet file matches the example below. Note that expense items have a minus sign in front of them and income items do not. This is how the system will distinguish the type of transaction you add. Once your file matches, save as a CSV file.

Step 4: Click the blue Upload File button and select your saved CSV document.

Step 5: For each Header Column, select what is showing in that field. Example: date, description, amount. Also, select which bank account the transactions are associated with.

Step 6: Look over transactions and confirm that they match as an expense or income items. If they are reversed, click on Toggle Income and Expenses. This will switch them around if necessary.

Step 7: Click the blue Import Transactions button.