TRAX

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Overview

+ Add Transaction

Transactions 0

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Set up project

How would you like to start?

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Import History

Upload your existing Excel file (saved as CSV) with past transactions

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Opening Balance

Enter today's balance as a starting point and add new transactions from here

Import Transactions

Upload your CSV. ⬇ Download template first

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Click to choose file, or drag & drop here

CSV files only · In Excel use File → Save As → CSV

Preview

Opening Balance

This becomes the starting balance. Add transactions normally after this.

Balance date

Current balance (₱)

Balance type

Note (optional)

Confirm

Review and confirm below.