On Mobills this is possible! By this way, you can insert your information faster!
For successful import, you need to follow this model and the observations responsibilize below. So, read the full article! :D
- The date must follow this model "dd/mm/yy" be careful to insert some other character in this field.
- The description can choose the way you prefer
- To incomes, the amount has to be positive and expenses have to be negatives
- The accepted format by Mobills is xls and xlsx:
- If there’s a form on the spreadsheet cells the import won’t work. It’s necessary to insert an amount in text format.
- Isn’t possible to import a spreadsheet to credit cards.
- Attention: If a spreadsheet has been correctly filled and you can’t import it to Mobills. Copy all the spreadsheet text and paste in a new file. Sometimes Excel hides some data in used cells and obstruct the scan on Mobills
- Access Web Mobills
- Click at the three points on the right corner above;
- Click on 'Import Excel data’
- Select a file and confirm the import click at send.
- If your spreadsheet is correct there will be a screen with all transactions;
- Choose the account you want to import and which category that transition belongs.
- Finish clicking on registry transactions
- Your files are now imported!
If have any problem importing your files, just send us an email attaching the file explaining what's happened. You can contact us at email@example.com