Most firms choose to import their bank feed through the MyCase integration with Plaid (learn more here). However, if you want to import your transactions manually or your financial institution does not support Plaid, you can still import your transactions via a spreadsheet (.csv file).

Prepare Spreadsheet for Import
Import Bank Transactions

Prepare Your Spreadsheet for Import

Before importing your file into MyCase, you want to prepare it to ensure that everything is accurate and there are no duplicate entries. While you won't need to have a specific format, three required fields must be included in your spreadsheet:

Transaction Date
Transaction Amount
Description

Transaction Amounts can be entered in two formats:

Single Column (Amount)
Multiple Columns (Debit/Credit)

The Single Column (Amount) describes bank feeds with transaction amounts in a single column, where the amount is determined by either a positive or negative number.

Multiple Columns (Debit/Credit) describe bank feeds with transaction amounts in multiple columns. If your bank feed has this format, please ensure the amounts are in the correct column, and you'll be prompted to map each column accordingly.

Import Bank Transactions

Step 1: Upload Bank Transactions
The first step to importing bank feed transactions with a spreadsheet is to upload your file to the MyCase application.

Go to the Accounting tab
Select the Banking sub-tab
Click the account you want to upload banking transactions to
Click the Import Transaction from CSV button
Click Browse to select the file or drag and drop the file into the space provided.
Click the Upload Bank Transactions button.

Step 2: Processing Transactions

During this step, a preview of the imported spreadsheet is shown. Confirm that all columns are imported correctly and that the data appears correctly. Then, map these columns to the appropriate MyCase fields by clicking the Map Columns button.

Step 3: Map Columns
Map your spreadsheet column list to the required columns.

Select your appropriate Bank Feed Type: Single or Multiple Column,

Select Corresponding Fields, including the Transaction Date
Select the Date Format
Map the column from your spreadsheet that represents the Transaction Date
Map the column from your spreadsheet that represents the Description
Map the column from your spreadsheet that represents the Category (not required)
Map the column in your spreadsheet that represents the Reference (not required)
Click the Submit button

Note: Once all selections are made, the fields will change from orange to green.

Step 4: View Result
Finally, a confirmation message will show how many transactions were successfully imported and any issues that may have occurred.