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Watch following screencasts to get quickly introduced into Hot-Accounts.

Import Transactions Screencasts

Learn step by step the extended functionality of the Import Transactions module.

Create in a few seconds transactions from any table-like information containing at least a date and an amount. But many more complex scenario’s are also supported.

SCREENCAST Intro10
Import transactions using a 3-step procedure
  • Select and Copy table-like information into the clipboard
  • Press the PASTE button to generate transactions in a work-file
  • Press the IMPORT button to generate the actual transactions
SCREENCAST Intro11
Import from a CSV or text file.
  • Reverse the decimal separator
  • Use an alternative column delimiter
  • Import transactions for multiple accounts
SCREENCAST Intro12
How to assign Budget Items?
  • Use the default budget item
  • Specify a budget items column
  • Set Budget item/Counterparty relationships
SCREENCAST Club2
Import from a bank provided file
  • Generate counterparty records
  • Convert BBAN to IBAN format
  • Derive the BIC from the IBAN
  • Assign a project item