Import existing data safely

Prepare the source file

Remove duplicate rows, confirm date formats, and make currency codes explicit. Keep an unchanged copy of the original file for reference.

Choose the destination

Confirm the workspace and account before starting. Historical records should not be mixed into a test or unrelated workspace.

Map fields carefully

Match dates, amounts, currencies, accounts, categories, and notes to the corresponding Figena fields. Leave uncertain optional fields blank instead of guessing.

Test a small sample

Import a small, representative set first. Review positive and negative amounts, dates, categories, account balances, and duplicate behavior.

Reconcile the result

Compare imported totals with the source statement or report. Investigate differences before importing the remaining records.

Keep an import record

Record the source file name, import date, destination workspace, row count, and any excluded rows so future reviewers can understand the migration.