Part 7/11:
Category: Assign the relevant category for better organization.
Account: Map to your checking, savings, or investment accounts.
Notes: Additional remarks.
Take your time here to ensure each column is correctly assigned. The "Map Data" feature allows linking certain imported data to existing Firefly accounts, especially when dealing with multiple accounts.
Running the Import: From Preview to Implementation
With all fields mapped, you have the option to preview the import and then execute it. Click Start Job to process the data. The system will then import the transactions into Firefly 3.