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Statements and transaction imports

Import tab-separated spreadsheet rows

Check pasted columns using the Tab separator.

Updated 2026-11-11

Rows copied from a spreadsheet commonly arrive as tab-separated text. Use Paste rows and verify that Separator is Tab when the date, description and amount fields are separated by tabs.

  1. Copy the intended rectangular range, including the header row if there is one.
  2. Paste into Rows, select the correct financial account, and choose Read rows.
  3. Check the separator, header setting and column mappings. Compare the preview with the spreadsheet before checking against the books.

Copy only the transaction table. Notes, subtotals and formulas displayed outside the table can become extra rows or misleading values if included in the selected range.

Preserve source values

Ensure the pasted dates and amounts show the values you intend. Spreadsheet display formatting can hide decimals, shorten dates or render identifiers differently from the original export. Compare a few representative rows with the bank source.

If the pasted text exceeds the size limit, divide the source into clear, non-overlapping periods. Keep headers consistent in each part and track which saved batch corresponds to each range. Resume an existing interrupted batch before starting another copy of the same rows.

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