You may wish to upload transactions in bulk for a few reasons. Perhaps we are not able to connect to your bank account for automatic import, or maybe you want older transactions that the automatic import can't get. Regardless, uploaded transactions will flow into the import feed for quick booking with much less manual data entry.
REI Hub offers three different ways to add transactions:
Link an account to have transactions imported automatically
Add transactions manually one by one
Upload transactions downloaded from your bank or credit card, which this article focuses on
Almost all financial institutions will allow you to export a transaction history in a file type that REI Hub supports (OFX, QFX, QBO, XLSX, or CSV), giving you the data needed for this process.
To Upload Transactions
1) Navigate to the import feed and click the 'Upload' button
Access the import feed by clicking the 'View All' button from the Banking page.
2) Click the 'Upload' button
3) Select the appropriate file type (the same as you selected when downloading from your bank)
The .ofx, .qbo, and .qfx file types are preferred. Uploading these file types does not require additional steps.
Using .xlsx or .csv will require downloading a template and copying and pasting your downloaded transactions into that template.
This is found on your bank's website, usually around the section where your monthly statements are found.
4) Click to add your transaction file and upload the transactions
5) View and Book your newly uploaded transactions
Any uploaded transactions that match existing transaction matching rules will be automatically booked.
For all other transactions, click Book to complete the required information and officially add the transaction to your books!
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.