Overview

To save time, Thrivasium can import your financial data from Debit & Credit.

Export a CSV fire from the Debit & Credit app

1. Open Debit & Credit app.
2. For Mac, select ‘File’ from main menu, then select “Export to a CSV file! For iOS, select ‘Settings’ from the left pane, then select ‘Import/Export, then select ‘Export to a CSV file.
3. From the options: Select ‘All Accounts’ (leave ‘Filtered by account’ option off). Select ‘All Time’ for the time period. Enable ‘Format dates per ISO 8601’ option.
4. Press ‘Export! For iOS, select ‘Save to Files. Select location and filename. Your transactions will be converted into a CSV file by Debit & Credit and downloaded to your selected location.

Import the CSV file into Thrivasium

1. Go to Thrive in Life Kit Settings (iOS) or ‘File’ on main menu (Mac), select ‘Import, select ‘Debit & Credit.
2. Locate and select the CSV file for importing.
3. Fill in the current balances for each imported account. Then, click ‘Save’ to complete the import.

Post-import cleanup

The name of the financial institution associated with the account name is not part of the CSV file and will be initially set to ‘Import Debit & Credit’. Use ‘Manage Institutions’ to create or rename institutions. Use ‘Manage Accounts’ to rename or move accounts between institutions.

CSV file format details

Debit & Credit Field -> Thrivasium Field
Date -> Date
Description -> Memo
Category -> Category
Payee -> Payee/Payer
Notes -> not used
Pending/Cleared -> not used
Account -> Account Name
Transfer Account -> not used
Amount -> Amount