1. Preparation
📥 Download CSV TemplateThe file must use these headers exactly:
| Header | Required | Format |
|---|---|---|
| name | Yes | Netflix |
| amount | Yes | 15.99 |
| due_date | Yes | MM-DD-YYYY, MM/DD/YYYY, Jan 1, 2024, etc. |
| notes | No | Plan Details |
| recurrence | yes | none, weekly, bi-weekly, bi-monthly, monthly, semi-monthly, quarterly, annualy, semi-annualy |
| payment_method | No | (auto or auto_pay), manual |