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How can i import my spreadsheets to Mobills?

Felipe R.
  • Updated

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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Observations
  • The date must follow the "dd / mm / yyyy" model and must be in text format. Be careful not to change the order or format it in any other way;
  • The description can be any way you wish;
  • For incomes, the values ​​must be positive and for expenses, the values ​​must be negative (add the minus sign (-) before the value);
  • The accepted formats for importing into Mobills are: XLS, XLSX and CSV;
  • If there are formulas in the spreadsheet cells, the import will not work. It is necessary to enter the value in text format;
  • Transfers will not be considered in the reports. Therefore, they cannot be imported or exported;
  • Subcategories and tags are ignored when importing from Excel;
  • If you enter the name of a Category or Account that does not exist in Mobills, with the import, it will be created automatically;
  • Use points only to separate the cents. Ex.: -1000.02;
  • If it is a number without decimal places, do not insert a period or a comma to avoid errors. Ex .:If you are going to register an expense of $25, use -25;
  • When importing Excel to a credit card, it is not possible to select an account, as the card is already associated with a standard account registered by you. Still, for importing expenses to the credit card, it is only possible to add entries up to 6 months before or after the current date;
Beware!

f the spreadsheet was filled out correctly and the import was still not completed successfully, copy all the text from the spreadsheet that was not imported and paste it into a new XLS or XLSX file. Excel sometimes leaves some data hidden in cells that have already been used and this prevents reading within Mobills.

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!

web1.png

CSV import sample

web2.png

  • 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. 😁

Showing instructions for:

How can i import files to Mobills


To import a transaction into a spreadsheet on iOS, follow the steps below:

priority_01-7e8f0f98f69f4ccd61de86ec760e639982a74b32ba5625532956849bda6b775f.png More options [3pontinhos.png] > Manage > Import data [pasted_image_0__45_.png]:

 more-ios.pngScreenshot__15_.png

priority_02-98287828d2be20754cd87da961c68f3d22c73f45e3e0cd373b1e869604b3dc3e.pngAfter that, choose the import option by file format (OFX, CSV or XLS);

 Screenshot__16_.png

priority_03-96b19010a5ee2e7d8cbbad81e3c39c0217b99bf5289a2109a78b8df4fbfe534b.png Then, choose the file you want to import;

priority_04-9635b2cad50413d157b1e239deb3178a3e62fe87d2dfbd435b8563096b16a704.png In the list of releases, select the check box and then save [pasted_image_0__9_.png].


To import a transaction in a spreadsheet on Android, follow the steps below:

priority_01-7e8f0f98f69f4ccd61de86ec760e639982a74b32ba5625532956849bda6b775f.png More options [3pontinhos.png] > Manage > Import data [pasted_image_0__45_.png]:

s1.png

priority_02-98287828d2be20754cd87da961c68f3d22c73f45e3e0cd373b1e869604b3dc3e.png After that, choose the import option by file format (OFX, CSV or XLS);

s2.png

priority_03-96b19010a5ee2e7d8cbbad81e3c39c0217b99bf5289a2109a78b8df4fbfe534b.png Then, choose the file you want to import;

priority_04-9635b2cad50413d157b1e239deb3178a3e62fe87d2dfbd435b8563096b16a704.png In the list of releases, select the check box and then save [pasted_image_0__9_.png].


priority_01-7e8f0f98f69f4ccd61de86ec760e639982a74b32ba5625532956849bda6b775f.png Access the "Transactions" screen on the side menu, and then tap the import icos [pasted_image_0__45_.png] on the right corner of the screen:

Screenshot__13_.png

priority_02-98287828d2be20754cd87da961c68f3d22c73f45e3e0cd373b1e869604b3dc3e.png After that, click on 'Import data from Excel' and then click on 'Import Excel' to choose the file on your computer, and select send:

Screenshot__14_.png

priority_03-96b19010a5ee2e7d8cbbad81e3c39c0217b99bf5289a2109a78b8df4fbfe534b.png 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! =)

 

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