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Tour: The import review

Sort the treasure before it goes in the chest.

After you pick a statement file, WellSpent shows what each line will do. Nothing is added until you press Import.

1. Import a statement into “Home”: the group the statement goes into.
2. The counts: how many lines are Matched, To add, Already imported, or Needs a budget.
3. A line: a cleaned-up name, with the bank’s own words under it.
4. What will happen to it: Will be added, Already imported, Matched to entry or Needs a budget.
5. Choose: pick a budget for a line that needs one. Leave it on Choose to skip the line.
6. Cancel: close, and add nothing.
7. Import: add the lines. Quest 6

A line you typed in by hand, with the same amount and a date within four days, shows Matched to entry, and isn’t added twice.