Manual Card Statement Upload Format
To upload your card transactions into the Team Cards page in Abacus, you will need to download your card statement in CSV or OFX file format from your credit card provider's online banking portal. If the file is compatible with Abacus, you should be able to upload the file without making any modifications. You may confirm this by uploading the file and making sure the transactions are populating correctly.
If you find that the file is generating an error or your transactions don't seem to be loading correctly, you may download the CSV template from the Upload Transactions pop-up or by clicking this link. Use the template to create your own CSV by following the formatting guidelines below to ensure a smooth upload.
CSV Formatting Guidelines
You may download a CSV template from the Upload Transactions pop-up or by clicking this link. This CSV will include all of the columns in the order needed for the upload. If you want to create your CSV separately, ensure the following fields are included:
- Transaction Date
- Posted Date (optional)
- Card No.
- Vendor/Merchant
- Category
- Debit: Must be used with the Credit column
- Credit: Must be used with the Debit column
- Transaction Amount (optional): Transaction Amount may be used in place of the Debit and Credit columns.