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Import Tools is one place for bringing history and files into the books. Pick your onboarding approach first: <a href="https://help.vlge.io/en/articles/14679087-financial-imports-opening-ledger">Financial Imports: Opening Ledger</a>.

Financial Dashboard → Setup → <b>Import Tools</b>.

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Wrong batch? Undo unit-ledger and bank imports within 24 hours — <a href="https://help.vlge.io/en/articles/14658055-deleting-recent-financial-imports">Deleting Recent Financial Imports</a>.

Map of every financial importer - opening balances, unit ledger, bank, budgets, assets

🪄 Import Tools (Financials)

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Tool	Use it for
Opening Balances	One cutover journal entry for assets, liabilities, and equity
Unit Ledger History	Per-property charges and payments (optional GL posting)
Bank Transactions	CSV activity for a manual or historical bank account
Vendor history	Payee names on bank lines so vendor records have spend history
Budgets & Actuals	Annual budgets and actuals by Chart of Accounts
Income Statement / Cash Flow	Formatted statements when you are not using Budgets & Actuals
Fixed Assets	Capital asset register
Account Balances	Simple per-unit outstanding balances (prior_balance charges)

🪄 Import Tools (Financials)

What you can import

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