FAQ content

Recording or uploading data to a Finance dataset

In this article

Getting there

Via the command bar

To record data to a dataset, click on  Record Data in the command bar. This will take you to the default dataset selected in your account's settings. If you are currently viewing the Analyze page for a dataset, however, it will take you to that same dataset's Record Data page instead.

Navigating to the Record Data page from the command bar


Via the homepage

In the Shortcuts box, select a dataset from the  Record Data To dropdown.

Navigating to the Record Data page via the homepage shortcuts


Via the Datasets page

Click on a dataset's Record Data () button in the Actions column.

Navigating to the Record Data page via the Datasets page


Manually entering data

  1. Select the Date that you want to view and click the Apply button.
  2. You will see two tables: one with your expenditure categories, the other with your revenue categories. Enter the appropriate dollar amounts in each field.
    • To clear an existing value, simply delete it or enter a zero.
    • Totals will update in real time at the bottom of each column.
  3. When finished, click the Save button to record the values to your dataset.

Example of selecting a date and editing a value 


Uploading data

As an alternative to manually entering data, you can also upload it from a CSV file. Your CSV file must contain the following columns: date, category_name, amount

  1. On the  Record Data page, click on the green  Upload File button.

Screenshot of the Upload File button

  1. Compare your import file against the Categories List. The name of the categories in your upload file must match those in the list, or else your upload will fail.
  2. Compare your import file against the Sample CSV file Format example. Importantly, make sure the date format in your upload file matches the examples shown on the page.
    • If your dataset is using the Daily recording method, use the yyyy-mm-dd format for each day.
    • If your dataset is using the Monthly recording method, use the yyyy-mm-dd format, with dd always set to 01 for the first of each month. For example, March 2017 would be 2017-03-01, April 2017 would be 2017-04-01, and so on.
    • If your dataset is using the Yearly recording method, use the yyyy-mm-dd format, with mm-dd always set to 01-01 for the first day of that year. For example, 2016 would be 2016-01-01, 2017 would be 2017-01-01, and so on.
  3. Choose the date format that corresponds to your upload file. In this case, you should select yyyy-mm-dd.
  4. Choose the CSV file you want to upload from your computer.
  5. For the Update Type, you can choose how to handle situations where your dataset already contains data for a date in your import file.
    • ​Select Add to Existing Values if Date Exists to simply add the value from the import file to the value already recorded in your dataset.
    • Select Overwrite Values if Date Exists to overwrite the value recorded in your dataset with the value in your import file.
  6. Click the Upload Data button.  A confirmation message will appear if the import was successful. Otherwise, you'll see an error message detailing the specific issues that need to be fixed before you can import that file.

Example of uploading a file 


Managing uploaded files

  1. Click on the Uploads List​ tab to view a list of all successfully uploaded files.
    1. Click on the Download File () button in the Action​ column to download a copy of the file.
    2. Click on the Delete​ () button in the Action​ column to delete the file and its data.
      • If the file's Update Type​ is "Add to Existing", the values from the file will be deducted from the totals in your dataset.
      • If the file's​ Update Type​ is "Overwrite if Existing", then the corresponding records from the dataset will be deleted.

Example of managing uploaded files