How your data should look (CSV format)
One row per transaction. Required columns (header row exactly):
date,source,account,raw_description,orig_amount,orig_currency,fx_rate,fx_source,pkr_amount,type,category,basis
- type: INCOME · EXPENSE · TRANSFER · PASSTHROUGH · EXCLUDED
- category: income → CV_SALARY / CLIENT_REVENUE / COMPANY_FUNDS_IN · uses → EMPLOYEE_PAY / DISBURSEMENT / FAMILY / TAX / CARD_SPEND / TRAVEL / UTILITIES / BANK_FEES …
- pkr_amount: signed number (credit +, debit −). This drives the diagram.
- Transfers between your own accounts must be type=TRANSFER so they aren't counted as income.