Watch our 2-minute tutorial video
Prefer reading? Here’s a streamlined guide:

Step-by-Step Instructions

1. Export Your CSV from Your Bank
Save your transactions as a CSV file from your bank or card provider.

2. Upload the CSV to Foreceipt

• Go to the Foreceipt web portal and log in.

• Navigate to the CSV upload tool and select your file.

  The interface will then prompt you to map your columns:

  • Specify which column contains the transaction date, along with its format (e.g., MM/DD/YYYY or YYYY-MM-DD).

  • Identify the description column for merchants or transaction details.

  • Define the amount column, clarifying whether it reflects only “money out,” “money in,” or both.

  • Tip: Save your mapping for reuse—handy when uploading files from the same bank or card issuer.

3. Review the Uploaded Transactions
After uploading, you'll see all extracted transactions in a review screen:

• Any entry flagged with “Match Found in Foreceipt” means a duplicate may exist. Click “Yes” to inspect the match—if it’s indeed a duplicate, you can delete or skip it.

4. Add Transactions to Foreceipt

• Select the transactions you wish to import and click “Add to Foreceipt.”

• On the next page, you can edit merchant names or categories—either individually or in bulk.

• Click “Post to Foreceipt” to finalize. This action imports them as expenses or incomes and removes them from the pending list.

Why This Matters

• Avoid manual entry by uploading batches of transactions at once.

• Maintain accuracy with quick duplicate detection.

• Streamline your workflow using reusable mappings for repeat uploads.

Quick Overview