Upload your treasurer's Excel file — we'll extract your members, savings, loans, and repayments so you can skip manual entry entirely.
Drop it below — we'll read it and pull out your members & transactions.
Drop your Excel file here
or click to browse — .xlsx or .xls
Setup
Review members & group settings
Review
Check each transaction row
Confirm
Save everything in one go
Upload
You are here
For best results — read this first
Download TemplateThe easiest way: download the template above, fill in your group's data, and upload it — it is guaranteed to parse correctly. Or upload your existing spreadsheet; every cell is editable before anything is saved.
One sheet per category works best
e.g. one sheet for Savings, one for Loans, one for Repayments
Column headers in the first row
e.g. Name | Month | Amount — the parser looks for these
Member names consistent throughout
If you use 'J. Banda' on one sheet, use the same on all others
Recognisable date formats
25 Jan 2024, 2024-01-25, or January 2024 all work
One row per transaction
Avoid merged cells, sub-totals, and coloured summary rows
Multi-year files: have the year visible
Files with just month names ("January") but no year will prompt you to enter it in Step 2
Nothing is written to the database until you press Confirm Import in the last step.