Importing Transactions
Turn a bank CSV or Excel file into transactions in four steps, or move over from Lunch Money with a guided import, with suggested categories, tags and recurring payments, 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 in four short steps — Rasa Money detects most settings for you, and nothing is saved until you confirm on the final screen. Pro feature; the guided Lunch Money import is free.
Moving from Lunch Money
Bring your Lunch Money history into Rasa Money with a guided import: your accounts, categories, tags and balances are suggested from the files, and nothing is saved until you confirm. Free on every plan.
What you'll be asked at each step
Four steps: upload, map columns, choose the account, then a full review before anything is created.
Getting your file ready
Download a statement as a CSV or Excel file under 5 MB, then start the import from Transactions or from an account's menu.
Telling the wizard how to read your file
Confirm the detected date column, calendar, format and amount layout, and use the first-row check to catch a wrong setting before the preview.
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
Rasa Money fills categories from your own history first, then note rules, then AI. Turn on Detect category with AI on the Map columns step, then verify suggestions on the review screen.
Finding repeating payments in your file
On Pro, Rasa Money spots repeating payments in your file, matches rows to your existing recurring series, and lets you turn any rows into a new series — all before you confirm.
Importing tags from your file
On Pro, map an optional Tags column, review tags suggested from your own history, and create unknown tags only when you confirm.
Double-checking everything before you commit
The review screen shows every row that's about to be imported, with the most-used fields editable in the table and the rest in a side panel.
Checking a row against your original file
Every row has a View original row action that opens the exact line from your file in a drawer, with each column labelled by the field it fed.
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