Short Answer: On the New reconciliation page click the appropriate 'Upload file' card left for source, right for ledger, pick your file in the file chooser, then confirm column mapping in the Import modal.
PreRequisites
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You are on the New reconciliation page screen shows 'New reconciliation'
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The file you want to upload is saved locally and accessible
Steps
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On the New reconciliation page, locate the upload card you need left or right labelled by the empty upload area with an upload icon.
Upload card is visible and clickable. -
Click the middle of the upload card the area with the upload icon to open your computer’s file picker.
Operating system file dialog opens so you can choose a file. -
Select the file and confirm; wait for the Import modal to appear with a preview of the uploaded file.
A preview table appears in the Import modal so you can map columns. -
Review the preview, set column mappings on the right, and confirm to attach the file to the page.
The file shows as uploaded on its card on the New reconciliation page.
Troubleshooting
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The Import modal opens but the preview table is empty.
LikelyCause: File has no data rows, uses an unusual delimiter, or the header row is missing.
Action: Open the file in Excel or a text editor, ensure there is a header row and data rows, save with a common delimiter comma or tab, then re-upload. -
Upload hangs or times out.
LikelyCause: Large file size or intermittent network.
Action: Try a smaller sample file, check your network, or split large exports into smaller files and re-upload.
Note: If the upload area shows the file name after upload, confirm that the preview looks correct before saving the reconciliation.