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Import Accounts From CSV File

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You can put your Account information in Comma-Separated Value (CSV) format file and import into WangTool.com Personal Finance Assistant (PFA). This can save you time in creating the account one by one, and enable you to create a large number of account entry in spreadsheet software that is more user friendly in table, column, and row manipulation.

The format of CSV file comprise of (in sequence):

  1. Account
  2. Name
  3. Account Type: Income, Expenses, Asset, Liability.
  4. Balance Amount
  5. Balance Date
  6. Remark

Sample Import File

File below is a sample import file (CSV Format), that you can use Ms Excel, Open Office Calc or even just a text editor like Notepad to populate your data, and import into WangTool.com PFA.

import_account_sample.zip

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