You can import data into Mobills from your spreadsheets! That way, you can enter your data even faster!
In order for the import to be successful, you need to follow the sample and the observations that we provide below. So, read this full article. ;)
In this article, we’ll talk about importing common transactions, learn more about importing credit card transactions, we recommend that you read the article: How to import credit card transactions from Excel Spreadsheets (Web).
This article contains the following topics:
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Spreadsheet sample
For the import to occur successfully, following the import model is essential. Take a look at the example below:
You will find a download link for this sample at the bottom of the page!
CSV import sample
- Use quotation marks (") before and after each description;
- Use a semicolon (;) between quotation marks.
Now let's go to practice? Come with me, I will teach you how to access the import card on Mobills. 😁
How can i import files to Mobills
To import a transaction into a spreadsheet on iOS, follow the steps below:
More options [
] > Manage > Import data [
]:
After that, choose the import option by file format (OFX, CSV or XLS);
Then, choose the file you want to import;
In the list of releases, select the check box and then save [
].
To import a transaction in a spreadsheet on Android, follow the steps below:
More options [
] > Manage > Import data [
]:
After that, choose the import option by file format (OFX, CSV or XLS);
Then, choose the file you want to import;
In the list of releases, select the check box and then save [
].
Access the "Transactions" screen on the side menu, and then tap the import icos [
] on the right corner of the screen:
After that, click on 'Import data from Excel' and then click on 'Import Excel' to choose the file on your computer, and select send:
After submitting, you will be taken to the final import screen to check your data.
You can register one by one by clicking "Add" on each transaction or check the checkboxes next to the date to import several at once;
Now just enjoy another function made to make your life easier! =)