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
If you'd rather not type in months of bank history by hand, the import tool walks you through turning a downloaded statement into real…
What you'll be asked at each step
First, you'll upload your file (a CSV or Excel export from your bank) and let the app know where the column headers are. Next, you'll tell…
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 account step, switch on Detect category with AI and point it toward the column in your file that describes each transaction (often a…
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.
Contact support