IB Processor

Upload Excel → Preview → Confirm
Select Excel file
Required headers: Transaction Date, Value Date, Reference, Description, Money out, Money in
Notes
  • First row must be headers.
  • Money out / Money in must be numeric.
  • Preview shows all filtered rows.
Total: 0 | Included: 0 | Excluded: 0
File: -
Excluded Transactions
Transaction Date Value Date Reference Description Money out Money in
Included Transactions
Transaction Date Value Date Reference Description Money out Money in
Step 3
To be implemented.