Prepare Your CSV File
Upload Your CSV File
Upload a QIF Data File from Your Bank
If your bank can export your data to Quicken Interchange Format (QIF), you can bulk import it directly into your Stessa account to get things current. QIF imports are particularly easy because you don't need to do anything to prepare your file in advance.
Once you've downloaded the QIF file and are ready to import, click the blue "+ Data File" button on your Data Sources page. Be sure to select a Property if all the transactions in the file should be associated with a single address. Once uploaded, you'll see your new data on your Transactions page.
Upload a CSV Data File from Your Bank or PM
If your bank or property manager can generate a Comma-Separated Values (CSV) file with historical transactions data, you can bulk import it directly into your Stessa account to get things current.
You'll first want to clean up and prepare your CSV files for a successful import. Spend the time now to organize your data properly and it'll save you plenty of headache later.
Here's how to prep your CSV files:
- Make sure all expenses are shown as negative numbers.
Positive numbers will upload as income, so expenses always need a minus sign in front of the dollar amount.
- Organize your data into separate CSV files for each Property.
This will save you the hassle of manually matching each transaction to a Property after import. Note that if your CSV file has transactions data commingled for multiple properties, you're not required to separate it now. If you prefer, you can simply upload it to "Multiple Properties" and manually assign each transaction later.
- Consolidate the data into four (4) mandatory columns and two (2) optional columns.
Date, Amount, Payee, Description, Category, and Property. Columns should be in this order and with these specific column headers in row 1. Category and Property are optional.
- Use Excel's CONCATENATE formula to preserve data if needed.
If the CSV from your bank or PM includes other columns like Category, Tenant, Unit, Payment Method, etc., open your file in Excel and use the =CONCATENATE formula to combine everything into a single new Description column if you don't want to lose any of this data. Remember to cut and "Paste Special" this new column as "Values" before deleting the source columns.
- Add a "Category" column to manage auto-categorization.
Simply include an optional column labeled "Category" to tell Stessa exactly how you'd like each income and expense line-item categorized. Exact matches to Stessa's existing top-level or sub-categories will be instantly categorized upon upload. When referring to sub-categories, do NOT include the top-level category. For example, if you want something categorized as "Insurance > Rental Dwelling" just enter "Rental Dwelling" to create a perfect match.
- Add a "Property" column to manage property assignments.
Simply include an optional column labeled "Property" to tell Stessa exactly how you'd like each income and expense line-item assigned to your existing properties. Exact matches to your existing property addresses in Stessa will be instantly assigned upon upload. Only exact matches will work, so please be precise in terms of spelling, blank spaces, and abbreviations.
Once your files are ready to import, click the blue "Import" button on your Transactions page or the blue "+ Data File" button on your Data Sources page. Both buttons accomplish the same task. Be sure to select a Property if all the transactions in the file should be associated with a single address and you're not using the optional "Property" column discussed above.
Once uploaded, you'll see your new data on your Transactions page.
If your CSV file is rejected with the message that your file, "does not contain any Money Out transactions. Please confirm the amounts," you'll need to add a single dummy transaction for -$1.00 and try your upload again. Then simply delete the dummy transaction and you'll be all set.
Stessa rejects CSV files that include only positive amounts, since these are usually credit card statements that are in fact 100% expenses (negative).
Still Having Trouble with a File Upload?
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