Step 1
Look for the finance set you want to keep together.
Step 2
Create or open that Profile before uploading files.
Step 3
Keep future imports in the same Profile for consistency.
Common questions
What is the best Profile to start with?
Start with the Profile that matches the financial picture you want to organize first, such as your personal accounts or one business set.
Can I add more Profiles later?
Yes. You can begin with one Profile and add more later when you want to separate different parts of your finances.
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