Income
date, source, amount, notes
Menu
XLS import template
Format the spreadsheet once. Command the month faster.
Use this checklist to prep XLS, XLSX, or CSV rows before uploading them into Money Command Pro.
Template rules
Use one money type per upload when possible.
Keep headers short and literal so mapping is faster.
Remove summary rows that are not real records.
Save as CSV, XLS, or XLSX before importing.
If the spreadsheet still feels messy, use the Spreadsheet Chaos Score cleanup diagnostic to check for merged cells, duplicate totals, missing dates, and formula risk before formatting the template.
Suggested columns
Bills
due date, bill name, merchant, amount, category, autopay
Spending
date, merchant, amount, category, notes
Debt
debt name, balance, payment, due date, notes
Savings
goal name, target, current amount, monthly contribution
Ready to upload?
Use the XLS upload guide to prep the file before importing.