If you chose the file import method for the account transaction history upload, you should primarily use the Board web application available on your desktop to set up the first import.
- Start by exporting transaction history from your internet banking into a CSV, Excel, or OFX type of file. When in Board you will upload the file and follow the instructions to set up the import properly.
- Important: for future imports, your file can be uploaded automatically without intervention - just follow the instructions in the application.
Minimum required information
For Board to generate a Record from your data, it must at least have information about the Amount and Date for every transaction. Board may not support your file if it doesn’t contain relevant data to match these fields. Dates must be in number or English format.
Currency does not match
Board may not support files that contain transactions in currencies different from the one your Account is set to. Please check this before you Import.
Delimiter character
Currently, Board only supports files with the delimiter characters comma (,), semicolon (;) and hashtag (#). If your file has a delimiter character other than these, you could edit the file on MS Excel and change the delimiter character to one of the above and save it as a CSV file.