The easiest and quickest way to track your transactions, especially around the Paycheck Protection Program (PPP) loan forgiveness is to link your bank/credit card accounts. However, if you prefer not to sync your account, the following steps will allow you to manually upload your transactions.
First, you must have a bank account set up in Sunrise to be able to manually import transactions. You will need to either link your bank account or create a bank account manually (
if this is completed, skip to
Step Two: Data Migration
Enter the basic information for your new account, most importantly:
Now it's time to locate the data that you would like to migrate to Sunrise.
Log into your bank/credit card account. You should be able to export the data from a specific time period. You will need to download it as a CSV file, so it is easy to upload to Sunrise.
The CSV file should have at least these headings:
Note: Make sure the date is not
Now that you have an account created and a CSV prepared, you can upload the CSV to the bank account that you created in step 1.
In your Sunrise account go to:
Confirm the last four digits of the bank account in Sunrise matches the last four digits of the credit card or account statement.
Error in uploading: Select the headings from the dropdowns to match the data in that column (Date, Amount, Description) OR in the CSV file confirm the numbers and dates are formatted properly as shown in step 2
Note: Test a few lines of data to confirm the format is correct, before attempting to upload a lot of lines.