Upload a CSV file
How to use this tool
This financial report tool serves a very specific purpose. Upload a CSV from Maps Community Credit Union and copy the tables it creates from the report to paste into a spreadsheet.
- To get started, you'll have to download a report from Maps. Make sure you select the whole month you want to run the report on.
- Next, upload it using the button above.
- From here, you'll see a few tables. Enter the reason and category
to any items you'd like to annotate. These will be saved to your
browser, so when you upload a new CSV file, item any
ReasonorCategoryyou enter will be filled in automatically. - Finally, you can copy the contents of each table by pressing the table's
Copy tablebutton.
Beginning balance:
Ending balance:
Income
| Paid to | Reason | Amount | Category |
|---|---|---|---|
Expenses
| Paid to | Reason | Amount | Category |
|---|---|---|---|
Outstanding items
| Paid to | Reason | Amount | Category |
|---|---|---|---|