DATA OPERATIONS / PHASE 01
Transaction imports
Inspect BobPlus CSV exports, check the source schema, and review transaction quality before any future database import.
Review-only. Nothing is uploaded.
Files are processed in this browser session and are not sent to a server or saved. Use synthetic/test exports only until trusted server-side validation, durable storage and financial-data controls are approved. Closing or refreshing the page clears the review.
01 / LOAD SOURCE DATA
Select transaction exports
Drop CSV files here to preview
Or choose files from your device. No files leave this browser.
Up to 50 CSVs • 25 MB per file • 150,000 rows per review • CSV only in this phase
No files selected. Use the fictional example to explore the workflow.
02 / RECONCILIATION
Data quality overview
Blank References retained: 0
Current rows with warnings: 0
Rejected files: 0
03 / REVIEW
Transaction observations
| Source / row | Reference | Transaction date | Type | Currency | Amount | Status | Quality |
|---|---|---|---|---|---|---|---|
| Load a synthetic example or select CSV files to inspect observations. | |||||||
For nonblank References, the newer source-file modified timestamp wins; filename descending breaks cross-file ties. Blank References are retained individually. Multiple identical References in one file are flagged as ambiguous rather than silently selected. File timestamps can change when exports are copied or unzipped.
Not implemented: Excel/XLSM ingestion, persistent import batches, approval, historical uploads, FX matching, commercial matching, Power BI refresh or permanent upload storage. These need their own reviewed phases.