Tally se Excel/CSV export karo with a Job Ref column, phir yahan paste karo. Pehli line headers honi chahiye. Recognised columns: Date, Job Ref, Category, Source, Description, Amount (kisi bhi order me; extra columns ignore ho jaayenge).
Data is saved in this browser (localStorage). Use Backup to keep a file, or ☁ Sync to Sheet to push it to Google Sheets. Keep each Job Ref the same as in your HVAC Process Tracker (Order/PO stage).