Be sure to select a Property if all the transactions in the file should be associated with a single address and you're not using the optional "Property" column discussed above. Once your files are ready to import, click the blue "Import" button on your Transactions page or the blue "+ Data File" button on your Data Sources page. Only exact matches will work, so please be precise in terms of spelling, blank spaces, and abbreviations. Exact matches to your existing unit label in Stessa will be instantly assigned upon upload. Simply include an optional column labeled "Unit" to tell Stessa exactly how you'd like each income and expense line-item assigned to your existing units. Only exact matches will work, so please be precise in terms of spelling, blank spaces, and abbreviations.Īdd a "Unit" column to manage unit assignments (optional). Exact matches to your existing property addresses in Stessa will be instantly assigned upon upload. Simply include an optional column labeled "Property" to tell Stessa exactly how you'd like each income and expense line-item assigned to your existing properties. For example, if you want something categorized as "Insurance > Rental Dwelling" just enter "Rental Dwelling" to create a perfect match.Īdd a "Property" column to manage property assignments (optional). When referring to sub-categories, do NOT include the top-level category. Exact matches to Stessa's existing top-level or sub-categories will be instantly categorized upon upload. Simply include an optional column labeled "Category" to tell Stessa exactly how you'd like each income and expense line-item categorized. Remember to cut and "Paste Special" this new column as "Values" before deleting the source columns.Īdd a "Category" column to manage auto-categorization (optional). If the CSV from your bank or PM includes other columns like Category, Tenant, Unit, Payment Method, etc., open your file in Excel and use the =CONCATENATE formula to combine everything into a single new Description column if you don't want to lose any of this data. Use Excel's CONCATENATE formula to preserve data if needed. Category, Property, and Unit are optional (see below for more information on how these three optional columns work). Columns should be in this order and with these specific column headers in row 1. If you prefer, you can simply upload it to "Multiple Properties" and manually assign each transaction later.Ĭonsolidate the data into four (4) mandatory columns and three (3) optional columns.ĭate, Amount, Payee, Description, Category, Property, and Unit. Note that if your CSV file has transactions data commingled for multiple properties, you're not required to separate it now. This will save you the hassle of manually matching each transaction to a Property after import. Organize your data into separate CSV files for each Property. Positive numbers will upload as income, so expenses always need a minus sign in front of the dollar amount. Make sure all expenses are shown as negative numbers. Spend the time now to organize your data properly and it'll save you plenty of headache later. You'll first want to clean up and prepare your CSV files for a successful import. You must also be prepared to manipulate your data in Excel before uploading to Stessa.
This is more work than using a QIF, OFX, or QFX file, so we only recommend pursuing this option when these other preferred file types are not available. If your bank or property manager can generate a Comma-Separated Values (CSV) file with historical transactions data, you can bulk import it directly into your Stessa account to get things current.
Upload a CSV Data File from Your Bank or PM
Once uploaded, you'll see your new data on your Transactions page. If you like, you can also associate the uploaded data with one of your existing linked accounts. If you fail to select a Property (or Portfolio) before uploading, you will have to assign every transaction one by one. Be sure to select a Property (or Portfolio) if all the transactions in the file should be associated with a single address. Once you've downloaded the QIF, QFX, or OFX file and are ready to import, click the blue "Import" button on your Transactions page.
CREATE QUICKEN QIF FILE DOWNLOAD
Just download it from your bank, upload it to Stessa, and you're done! QIF, QFX, and OFX imports are highly preferred to CSV files because you don't need to do anything to prepare your file in advance. If your bank can export your data to Quicken Interchange Format (QIF), QFX, or OFX, you can bulk import it directly into your Stessa account to get things current. Upload a QIF, QFX, or OFX Data File from Your Bank
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