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Import your banking transactions

After creating an account for your banking transactions, you can now use the export of your bank and import it into Tikito. Several files are supported. Please refer to you bank on details how to export your transactions.

Step 1 - Import the file from your bank​

Click on Import from the top menu. Select the account you created for your money transactions and the file you exported from your bank.

Step 2 - Create money groups​

In order to group transactions together, you can create groups by clicking on Money groups in the top menu.

Step 3 - Apply the grouping​

From the top menu to go Admin and click in the left menu on Money and you will see a list of securities.

Visualize it​

Now you can go to Money from the top menu and you will see the graph view.