Importing your transactions

Automatic bank feeds are coming; today, CSV and Excel upload is how transactions get into BrickTrack.

Export from your bank

Most banks let you export a date range as CSV or Excel from online banking. Grab the full financial year if you're setting up for the first time; you can always top up with a shorter range later.

Upload and match to a property

Head to Transactions and upload the file. If you've got more than one property, BrickTrack asks which property each line belongs to; you can split a single transaction across properties if a cost is shared.

Let auto-categorisation do the sorting

Each line gets a suggested ATO category. Confirm or correct it once and BrickTrack remembers the pattern for next time; the more you correct early on, the less you'll need to touch later.

Re-importing without duplicating

If a row matches a transaction you've already imported on date, amount and description, it lands on a Duplicates tab at preview instead of going straight in. Review that tab and confirm which ones are genuine repeats: a rent payment and a loan repayment can land on the same day for the same amount and both be real. It's safe to re-export a wider date range than you need; anything already in BrickTrack gets flagged rather than doubled up silently.