Importing Transactions
Turn a bank CSV or Excel file into transactions, then review every row before it is saved.
Guides
What the import tool does for you
Turn a CSV or Excel bank export into reviewed transactions step by step — nothing is saved until you confirm on the final screen. Pro feature.
What you'll be asked at each step
Walk through upload, date and amount formats, account selection, optional opening balance and AI categories, then a full review before anything is created.
Getting your file ready
Download a statement from your bank as a CSV or Excel file (keep it under 5 MB), then head to Transactions and look for the Import option…
Telling the wizard how to read your file
Point out which column holds the transaction date, and let the app know what calendar and format your bank uses to write it — this is the…
Matching your account's opening balance to your bank
If the account you're importing into is completely fresh — no balance, no transactions yet — you'll be offered the chance to set its…
Letting AI suggest your categories
On the import account step, turn on Detect category with AI, point at your description column, then verify suggestions on the review screen before you commit.
Double-checking everything before you commit
The review screen shows you every single row that's about to be imported, editable right there in the grid, with a clear indicator of which…
What to do if an import doesn't go through
Start by looking at the valid/invalid counts on the review screen — every checked row needs to pass before anything can be saved. The two…
Still stuck?
Write to support with what you tried — a human replies.
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