Finance Uploader → Zoho Creator

Finance Uploader

Upload ADP · Apple Card · Bank transactions to Zoho Creator

Not authorized

Choose your ADP file

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Tap to choose file

.qfx or .txt

Upload

Destination: Zoho D1 SQLite

Choose your Apple Card CSV

📂

Tap to choose file

.csv from Apple Card

Upload

Destination: Zoho D1 SQLite

Sync last 30 days

Destination: Zoho D1 SQLite

⏱ Auto-syncs every 4 hours. Loading last sync…

Migrate Zoho → D1 SQLite

Table:

Upload a CSV exported from Zoho Creator's transactions_Report.
Column format depends on selected table — see setup instructions for each schema.

Date, Account, Category, Description, Amount, Tags

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Tap to choose CSV file

Export from Zoho Creator → transactions_Report → Export → CSV

Account	Display Name	Type	Active	Balance	Rate	Payment Account
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Category	Description Contains	Account Contains
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From To

ID	Date	Account	Category	Description	Amount	Tags
Select a date range and click Filter.

Category	Type
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From To

Date	Description	Account	Amount	Category	Manual Category
Select a date range and click Filter.

Change the dropdown on any row, then click Save.

Account → Ticker Mappings

Account	Ticker	Description Contains (comma-sep, for split accounts)
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Portfolio Market Value

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Price History

Select a ticker above.

Statement Totals — Next 12 Months

Running Balance