SavePoint Deep Dive: Data Import
Import your bank transactions quickly despite having zero internet access. SavePoint supports CSV, Excel, OFX, and QFX formats with smart column mapping and duplicate detection.
TIMESTAMPS
0:00 Introduction to Import System
0:25 Supported File Formats
0:51 Starting a Transaction Import
1:11 Header Row Selection
1:41 Column Mapping
2:07 Account Selection
2:33 Amount Direction
3:01 Currency Mapping
3:31 Data Preview
3:55 Category Mapping
4:23 Merchant Mapping
4:51 Duplicate Checker
5:33 Vendor Level Mapping
6:23 Final Review and Import
6:48 Import Batch Filtering
7:18 Conclusion
WHAT THIS VIDEO COVERS
- Supported formats: CSV, Excel, OFX, QFX
- Header row identification
- Automatic column mapping with manual override
- Account attribution
- Amount direction detection (positive vs negative)
- Currency mapping with vendor level assignment
- Auto categorization based on historical entries
- Duplicate transaction detection with side by side comparison
- Merchant mapping for recurring vendors
- Import batch filtering for reconciliation
Your bank files stay on your computer. Everything is processed locally.
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