{{define "content"}} {{$d := .}}
Orgs / {{$d.Org.Name}} / Ledger / Import

Bank CSV Import

{{if $d.Imported}}

Import complete

{{$d.Imported}} entries imported into the ledger.

View ledger
{{else if $d.Rows}}

Preview — {{len $d.Rows}} rows

Review the parsed rows below, then confirm import.

{{range $d.Rows}} {{end}}
Date Description Amount Reference
{{.Date}} {{.Description}} {{cents .AmountCents}} {{if .Reference}}{{.Reference}}{{else}}—{{end}}
Start over
{{else}} {{if not $d.FiscalYear}}

⚠ No active fiscal year. Activate a fiscal year before importing bank transactions.

{{end}}

Upload bank statement

CSV must have columns: date, description, amount. Optionally: reference. Amounts use decimal notation (e.g. -50.00).

{{if $d.Error}}
{{$d.Error}}
{{end}}

Expected CSV format

date,description,amount,reference
2025-01-15,Supermarket purchase,-45.20,REF001
2025-01-16,Client payment received,1200.00,REF002
2025-01-17,Office supplies,-89.99,REF003
{{end}} {{end}}