Help getting started, import historical data in bulk

Hello, I’m looking for guidance on the best way to get started. I’d like to upload the past two years history in bulk so that there’s a trend line. I have it in excel currently. How can I do this?

@northerncarentals1 Sure. Bulk data uploads are supported and instructions are available in this help article: Upload Transactions Data (QIF, QFX, OFX, CSV) | Stessa Help Center

Also be sure to check out our collection of demo videos for more ways to get started with Stessa: Stessa Demo & Tutorial Videos | Stessa Help Center