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💳 Adding and viewing financial data via file import
💳 Adding and viewing financial data via file import

This article explains how you can upload financial data to your account, allowing Substly to identify costs and renewal dates to services.

Olle Stigenius avatar
Written by Olle Stigenius
Updated over 2 months ago

Using financial data, Substly makes it easier than ever before to get an overview of how much your company is spending on subscription-based services.

There are three main types of financial data that Substly can use to identify services and costs:

  • Credit cards

  • Debit cards

  • Bank accounts

If preferred, financial data can be added manually per service in addition to Substly's financial integrations

Importing a card or bank statement

  1. In your Substly account, navigate to Integrations & Imports

  2. Click on Get Started under Transactions import

  3. Choose New import.
    ​
    ​Important! Make sure your uploaded file meets the file requirements for importing your card and bank statements. If not, the file cannot be properly processed. (Columns: Date, Description, Amount, Message, are required).
    ​

  4. Add the file you want to upload in the box to the left, then click Upload.

  5. Your file can now be found under the Files tab.

Note! Imported transactions that are older than one year are automatically ignored (and can be unignored).

View mapped transactions and make adjustments

After a transaction statement has been uploaded, you can see which transactions have been added to your account and make adjustments to the import.

  1. Navigate to Integrations & Imports

  2. Click on Get Started under Transactions Import

  3. Select the Files tab

  4. Find the relevant import in the list and click Edit to the right.

In the Matched transactions tab, you'll find all transactions that have been mapped up to a service in your Substly account. Double check to see if everything is correct, and if you need to make adjustments:

  • Select the green, circular arrows to re-select another service, if matched incorrectly.

  • Or, ignore if you don't want to the service/transactions to be imported.

In the Umatched transactions tab, you'll find all transactions that have not been mapped to a service.

Mapping unmatched transactions

If there are services that haven't been mapped up automatically, you can add them manually:

  1. In the Unmatched transactions tab, go through the list and find any transactions or services you want to add to your Substly account.

  2. Once you find a service/transaction that you want to add to Substly, search for the service and click Add, or Create New if the service doesn't exist in our database.

  3. Once matched, the service is moved to the Matched transactions tab.

  4. Once you are done, click Import to add it to your account

Transactions and rules that have been added manually once will automatically be mapped up the next time you upload a transaction statement.

Ignored Transactions

You can ignore transactions, unmatched and matched, that you don't want imported into your account. To do this:

  • Click on Ignore on the right hand side

  • Find your ignored transactions in the Ignored transactions tab.

You can always go back and adjust the import again if you wish

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