Accounts Four, worth $48,210.37
Imported. 14 transactions from the October Visa statement; 2 of them need a category. Review them
| Account | Type | Balance | Last import | Status |
|---|---|---|---|---|
| Checking ··4821 | Checking | $3,412.58 | Current | |
| Savings ··1907 | High-yield savings | $18,750.00 | Current | |
| Visa ··6630 | Credit card | −$642.19 | Current | |
| Brokerage ··3315 | Investments | $26,689.98 | Out of date | |
| Net worth | $48,210.37 |
Import a statement CSV, OFX or QIF
What a CSV needs
A header row and three columns, in any order: date, payee and amount.
date,payee,amount
2026-10-09,Greenleaf Market,-101.35
2026-10-01,Larkspur Labs payroll,3240.00Money out is negative. Dates go year first. A fourth column called notes is kept; anything else is ignored.
Recent imports
| When | Account | File | Rows | Result |
|---|---|---|---|---|
| Visa ··6630 | visa-2026-10.csv | 14 | Imported | |
| Checking ··4821 | checking-2026-10.ofx | 6 | Imported | |
| Visa ··6630 | visa-week40.csv | 9 | 2 duplicates skipped | |
| Savings ··1907 | savings-2026-09.ofx | 1 | Imported | |
| Brokerage ··3315 | brokerage-q3.csv | 0 | Failed |
The Sep 30 brokerage file names its date column Trade Date. Rename it to date and import it again, and the balance above catches up.