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Where to start?

For a lot of people, the first time importing data is a bit of a hack and an experiment. To prevent stress and frustration, please follow these tips and tricks.

Create all asset accounts first

Validate you have asset accounts for each of your accounts. That includes savings accounts and credit cards

Do not import large batches

Start with ten transactions. Or maybe five. Don't try to import 4 years worth at once.

Map and rule

Use the mapping function and Firefly III's rules to manage data quality. You can read more about this on the page about data clean-up.

Last update: 2023-03-26