With the Income and Expense Import feature, you can upload a CSV file (spreadsheet) of your bank statement, credit card transactions, or even data from an app you used before Hurdlr. This can be helpful for tracking historic data or for tracking transactions for one of the few banks that Hurdlr doesn’t currently support.
To use this feature, you’ll first want to download the file from your bank or other app. If you have an option to choose the format, choose CSV. If you don't see that option, then select any spreadsheet option available. Then, once the file is downloaded, open it, and resave it as a CSV file.
Now that your file is ready, log into the web app on your computer at web.hurdlr.com/login, then follow these steps:
- Click the gear icon in the top right corner
- Select Import Income or Import Expenses
- On the Import screen, use the drop-down to select if you want to import Both Expenses and Income, Expenses Only, or Income Only from the file you will be uploading
4. Select Add File
5. Select the file you want to upload from your computer
6. Click Next in the top right corner
7. Assign the columns from your spreadsheet to the corresponding fields in Hurdlr. To do this, just select the drop-down next to each field and select the corresponding header for the column with that data.
NOTE: If importing income and expenses, you can select the 2 columns option if your income and expenses are listed in separate columns. For example, some banks set up their reports with one column for positive amounts (ie. deposits/income) and one column for negative amounts (ie. withdrawals/expenses). If your bank exports the file this way, you’d want to select the “2 columns” option and select the correct column heading for the Amount (Out) (ie. expenses) and Amount (In) (ie. income). Other banks show positive and negative numbers in the same column, in which case you should not select the “2 columns” option.
8. After mapping the file columns to the corresponding fields in Hurdlr, click Next in the top right corner
9. The overview page will list all of your transactions from the file. You can deselect the checkbox next to any transaction that you don’t want to import
10. Once you’re ready to import the selected transactions, click Done in the top right corner
11. You’ll get a pop up letting you know the import is complete and can click OK
Once back on the Home screen, you can navigate to the Income and/or Expenses sections and tag your imported transactions.
If you have any questions about this process or run into any issues, there is a Chat/Help button in the top right corner to contact our Customer Success team.