33 lines
1.3 KiB
PHP
33 lines
1.3 KiB
PHP
<x-mail::message>
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# Need help importing your transactions, {{ $userName }}?
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Hi! It's Victor, the founder of Whisper Money. I noticed you've completed your setup but haven't imported any transactions yet. Let me help you get started!
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## How to Import Your Transactions
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**Step 1: Export from your bank**
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Log into your bank's website and look for "Export" or "Download transactions". Choose CSV format if available.
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**Step 2: Upload to Whisper Money**
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Go to your dashboard and click "Import Transactions". Select your CSV file and I'll map the columns automatically.
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**Step 3: Review and confirm**
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Check that everything looks correct and click "Import". Your transactions will be encrypted and stored securely.
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## Prefer to Start Fresh?
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You can also manually add transactions and account balances. Some users prefer to start tracking from today rather than importing history - that's totally fine! Do whatever works best for you.
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<x-mail::button :url="config('app.url') . '/dashboard'">
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Go to Dashboard
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</x-mail::button>
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If you're having trouble with the import or need help with your specific bank's format, just reply to this email. I personally handle support and I'm happy to help you figure it out.
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Thanks for giving Whisper Money a try!
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Best,<br>
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Víctor F,<br>
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Founder of Whisper Money
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</x-mail::message>
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