@extends('layouts.app') @section('page_title','Import / Export') @section('content')

Import / Export

Bring your Excel workflow into FinancePro with validated financial imports.

@csrf

Import Transactions

Accepted columns: date, amount, type, description, reference. Type: income, expense, savings.

Import Rules

  • Only your own accounts can receive imported transactions.
  • Amounts are normalized to positive decimal values.
  • Invalid rows are skipped and reported.
  • Account balance updates happen inside a database transaction.
  • Use Reports for CSV/XLSX/PDF exports.
@endsection