It’s best to link your bank account so Rentastic can do the work for you and make sure that your transactions are automatically available on the app without you having to do it manually. But if you prefer to manually import your transactions, here’s a quick guide on how to do that.
- From the left menu under Transactions, click on Import Transactions.
- It would direct you to this page with some reminders you can follow.
- Click on Download Sample File as your guide.
- Once ready with your file, click on the Choose a file… option.
- Lastly, click on the Import Transactions button.
That’s it—you’re all set! If you’re uploading just one transaction at a time, this guide will walk you through the process. If you run into any issues, please reach out to us so we can further assist you. Also, remember to use a negative sign (-) for expense transactions.