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. For best results, we recommend using one of the following date formats for the date field:

  • MM/DD/YYYY (ex. 01/02/2023 is January 2, 2023)

  • MM/DD/YY (ex. 01/02/23 is January 2, 2023)

If you have any questions about this or if your spreadsheet has dates listed in a different format, please reach out to our Customer Success team via in-app chat (tap on the chat icon in the top left corner of the mobile app or the question mark icon in the top right corner of the web app) or email at hello@hurdlr.com for assistance.

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