I'm having trouble uploading data

Warchest accepts data uploaded in a CSV format only.

We recommend using the templates provided on the Disbursements page, linked here, and Cashflow page, linked here.

Your CSV must have the following headings:

For disbursements:

  • date (YYYY-MM-DD)
  • vendor (name of vendor)
  • description
  • lineitem (name of line item)
  • department (name of department)
  • amount (number)

Entries for department and lineitem must match an already existing department and line item in the budget. The vendor and description fields are optional.

 

For Contributions:

  • date (YYYY-MM-DD)
  • source
  • amount

Entries for date and amount must exist for every line item but source is optional.


If you’re still having difficulty, please email support at support@mywarchest.com