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?
@northerncarentals 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