Turn a bank export into a clean ledger in minutes. Upload a CSV or Excel file, confirm what Rasa Money detected, review every row, and import, all or nothing.
The import wizard walks you through four steps: upload, map columns, account and review. Rasa Money detects the column mapping, date format and amount layout for you, shows how your first row will be read, and keeps a sample of your own rows above every setting so you always check against real data.
Files can be CSV or Excel (.xlsx or .xls). Amounts can come from one signed column or from separate debit and credit columns, and each row's transaction type is worked out from them. You can start from the Transactions page or from an account's menu, which selects that account for you. On Pro you can also map an optional Tags column so labels travel with the statement.
Headers on row five? Point to the row. No headers at all? Name the columns yourself. Dates in a Jalali or Hijri calendar, or written as 7/31/26? They are detected and converted to Gregorian. Starting from an empty account and the balance does not match your bank? Derive the opening balance from a running-balance column or from a figure you know.
On the review screen the fields you change most are editable right in the table, and a side panel holds the rest. Any row can show its original line from your file. Suggested categories, tags and recurring series appear in place, and only the rows you keep selected are imported. If any selected row fails validation, nothing is created, so you never end up with half a statement.
Choose Lunch Money on the first screen and upload its transactions and Net Worth exports. Accounts, categories and tags are suggested from the files, balances are matched to what Lunch Money shows today, and re-importing never creates duplicates. Free on every plan.
Edit dates, types, categories, amounts, accounts and tags row by row, open the original file line for any row, and deselect what you do not want. Imported expenses still match your budgets automatically.
Map a Tags column (comma- or semicolon-separated names), or let Rasa Money suggest tags from the ones you already use. Unknown names are created once when you confirm, in the same step that creates the transactions.
Categories come first from your own history, then from the note, then — optionally, with Rasa AI — from a description column. Each suggestion shows its source and confidence, and nothing is written without your review.
On Pro, rows that match a recurring series you have, repeat inside the file, or look like subscriptions are flagged. Accept them, make any rows a new series, or attach them to an existing one.
Importing a CSV or Excel file is a Pro feature. The guided Lunch Money import is free on every plan, within your plan's account, category and currency limits. Tag mapping, AI category detection and recurring series are gated separately, and on Basic a Lunch Money import skips tags with a notice.
| Option | What you provide |
|---|---|
| Keep account balance as-is | Nothing |
| I know the balance after these transactions | One amount |
| I know the balance before these transactions | One amount |
| Use balance column from the file | A running-balance column, before or after each row |
Import is one half of data portability. You can also export your data as a ZIP archive from Settings whenever you like.
Importing a CSV or Excel file with the column-mapping wizard is a Pro feature. The guided Lunch Money import is free on every plan, within your plan's account, category and currency limits.
CSV and Excel files (.xlsx and .xls). The wizard shows the size and row limits when you upload, so split very large statements into batches.
Mostly. It suggests the date, amount and note columns, the date format and calendar, and whether amounts are signed or split into debit and credit columns. A first-row check shows how your data will be read, and every setting can be changed.
Yes, on Pro — with your approval. The review step flags rows that match a recurring series, repeat in the file, or look like subscriptions. Accept them, mark rows as a new series, or attach them to an existing one; they are created and linked when you confirm.
Yes. Only the opening-balance reconciliation step needs a brand-new account with no balance and no transactions.
Uploaded files are processed in memory and are not written to disk.
Yes on Pro. Map an optional Tags column with comma- or semicolon-separated names. Existing tags match without caring about case; unknown names can be created when you confirm. The CSV and Excel wizard is Pro, and a Lunch Money import on Basic skips tags with a notice.
Yes. Every row on the review screen has a View original row action that opens the exact line from your file in a drawer.