Do you find yourself in a situation where you can't import your spreadsheets to Mobills? In this article, we will help you find out what might be stopping the importing from working properly.
How to import Excel spreadsheets (Web)
Important to know
The first line should contain 5 columns:
DATE | DESCRIPTION | VALUE | ACCOUNT | CATEGORY, because during the import if there is any transaction in the first row, the worksheet will not be imported. The date should follow the model "
MM/DD/YYYY" and must be in text format. Be careful not to change the order or otherwise format; The description can be chosen as desired, but avoid inserting long texts;
For incomes, the values must be positive (no signal required), and for expenses, the values must be negative (negative sign required: Example: -150.00);
Use points to separate the cents. For example 2350.49;
The formats accepted for import in Mobills Web are XLS and XLSX;
If there are formulas in the worksheet cells, the import will not occur. You must enter the value manually;
Transfers will not be considered in the reports. Therefore, they can not be imported or exported;
Subcategories and tags are ignored in Excel import;
Use points only to separate the cents. Ex .: -1000.02;
If it is a number without decimal places, put neither point nor comma to give no error. E.G.: If you're recording an expense of $25.00, use -25;
There's no need to type your currency, we'll automatically detect the one you're using.
Attention: In case the spreadsheet was filled correctly and you still can't import your data to Mobills, it is recommended that you copy all the spreadsheet data and paste it into a new XLS or XLSX file. Spreadsheet editors sometimes leave hidden traces on utilized cells and that could cause Mobills to not read them properly.
It is crucial for the success of the operation to follow the model below:
Click here to download the spreadsheet template.
Done! Now just go to Mobills Web Import screen and try again. =)