Transaction data can be imported into MoneyLine using csv files. To add a csv file, select Import from CSV File from the File menu, then locate and open the csv file you want to import.

The Match CSV Fields dialog will appear, and is where you match all the needed fields from the CSV file to the MoneyLine item fields. To associate similar fields, click the Click to assign text in the right column of the left list to select the CSV field that matches the MoneyLine fields displayed in the left column.

Enter a value in the Data begins on row field under the list to let MoneyLine know where in the file your data begins. Typically, if the CSV Data Fields Preview displays headings such as "Amount," "Payee," etc., the data begins on row 2 or higher. If the preview displays headings such as "$54.11," "Grocery Store," etc., the data begins on row 1.