If you create your own CSV summary of expenses and that is all you want to load, how do yo do that when the loading options I see are connect bank or enter manually

Hi trcleary. Thanks for reaching out to the community. To upload a CSV file, you'll need to ensure to format is also correct. Head over to the guide on Import bank transactions using Excel CSV files for a step-by-step guide on uploading and formatting the file. If you run into anything else, leave a reply below so I can get back with you. Have a great day.