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Knowledge

Quick guides for using iowii.

First transactions

Add your first transactions by hand or import a statement, then review the data before continuing.

  1. 1

    Choose how to start

    You can record one transaction at a time or bring in several from a statement. If you only want to try the flow, start with an expense or income entry added by hand.

  2. 2

    Import a statement

    To bring in history faster, open the importer on the Transactions page and choose a CSV or PDF file. Map the columns, confirm the destination account, and review the preview before importing.

    TipStart with a small statement to check that dates, amounts, and categories appear as expected.

  3. 3

    Review before saving

    In the preview, confirm the valid transactions and review possible duplicates. Import only the right rows to keep balances and totals correct from the start.