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Getting Started

Importing Transactions

Capehelm inspects a CSV statement locally on your Mac and guides you through four stages before importing.

Quick answer

From Transactions, choose Import and Other Financial Institution, then complete Statement, Confirm, Review, and Import.

Capehelm transaction import screen showing the Statement, Confirm, Review, and Import workflow.
The import sheet shows each stage before anything is added to the Finance Document.

Start the import

  1. Open Transactions.
  2. Choose Import, then Other Financial Institution.
  3. At Statement, choose the downloaded CSV statement from your Mac.
  4. At Confirm, review the detected structure and required field mappings.
  5. At Review, check the transactions and any diagnostics Capehelm presents.
  6. Continue to Import when the review is ready.

What the four stages mean

  • Statement: choose the CSV file.
  • Confirm: verify how the statement is structured and mapped.
  • Review: inspect the rows and resolve anything that needs attention.
  • Import: add the reviewed transactions to the Finance Document.

Keep going

TroubleshootingCSV Will Not Import

Check file readability, mappings, formats, diagnostics, and duplicate handling.

Getting StartedReviewing Categories

Find groups and Categories that Capehelm has marked for attention.

Still need help?

Tell us what happened.

Email [email protected] and describe what you were trying to do, what happened, and any error message Capehelm displayed. Please write the error in the email instead of attaching sensitive files or screenshots.

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