Figena
Map CSV columns to Figena fields per workspace, preview conflicts, and avoid cross-workspace bleed.
Import history per workspace to keep data isolated. Map CSV columns to Figena fields and validate currency and category choices before saving.
Use the preview to catch conflicts or duplicates. Fix mismatches up front to avoid messy cleanup later.
Opening balances should be adjustments dated before tracking starts. Label them clearly so insights and taxes stay transparent.