upload historical expenses data
complete
Shawn Cao
complete
We have revamped the Spreadsheet attaching function, now you should be able to easily import it to any account, having data preview, validation.
And you can force update after you edited your Spreadsheet.
I hope this is much easier to use now, but let me know Bapt Manbot!
Bapt Manbot
yeah i followed that exact template, same formats, and corrected those ¨Num Errors¨. Did not work. I now tried with a new sheet, but noted the long-spreadsheet-URL does not fit in the URL field of the manual account insert option. I shortened the URL and it does not save. You're giving me great support which is appreciated but I am finding way too much friction with the bear minimum just to start.
Bapt Manbot
Hi, I followed your spreadsheet template, opened for edit rights, and pasted the link to manually insert my expenses data. But does not seem to connect or process the data as I do not see anything on my dashsboards nor in the transactions tab, any advice?
Shawn Cao
Bapt Manbot: thanks for trying, I looked up the log/trace, and found these logs associated with your Fina account:
[2023-09-01 14:22:53]: Failed to read gsheet: {}
[2023-09-01 14:22:53]: = A-M7YlPbLdE9zZjT_220384787: "Invalid time value"
Did you organize your transactions in Google Spreadsheet by following the fina template: https://bit.ly/fina-temp ?
Shawn Cao
Bapt Manbot: I noticed that some of the "DATES" evaluated as "Num Error", could you please remove those error rows where it has no valid DATEs?
As long as you removed those error rows from your spreadsheet, it should work.
Shawn Cao
Yes Bapt, we support creating a manual account and link a spreadsheet in it.
Please follow our template to organize your historical transactions, you may need some manual conversion.
Let me know if you have seen any issues! Happy to make it work for you.