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How do I manually import my banking data into Okimia?

If you do not wish to connect your bank to Okimia (or are unable to do so), you can import an XLS/CSV file into Okimia.

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Written by Support Okimia
  • Go to the Transactions tab;

  • From the Transactions tab, click on the + icon in the top left corner:

  • Import an extract of your bank transactions by performing a copy / drag-and-drop:

  • Then, verify that the automatic column mapping is correct, and adjust it if needed.

  • Click Save.

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