The CSV Import feature allows you to import a spreadsheet of your transactions, making it easy to manually add multiple transactions to your account at once.
This spreadsheet should be a downloaded bank statement from your bank account. When you import a file, it imports all of the transactions from the file and automatically categorizes them. As needed, you can click on your transactions to edit them and add additional details.
When should I use the CSV Import feature?
The CSV Import feature can be used to track transactions:
When your financial institution or account is unsupported
If you need to track transactions dating further back than your financial institution allows to be pulled in automatically
If you don’t want to link your bank or credit card and prefer to track transactions manually
How do I prepare for the CSV Import?
To use this feature, you’ll first need to download the bank statement from your financial institution. If you have an option to choose the format, choose CSV. If you don't see that option, select any spreadsheet option available and resave it as a CSV file.
For best results, we recommend using one of the following date formats for the date field when uploading a CSV file into your account:
MM/DD/YYYY (ex: 01/02/2025 is January 2nd, 2025)
MM/DD/YY (ex. 01/02/25 is January 2nd, 2025)
Can I select a bank account for my CSV imported transactions?
When importing your transactions via the CSV Import feature, you'll want to use a Manually Tracked Account to keep your manually imported transactions organized by account.
How do I import my transactions from a CSV?
Navigate to the section Accounting > Transactions > Money In or Money Out
Click the gear icon
Select ‘Import Transactions'
Select an existing Manually Tracked Account or add a new Manually Tracked Account to associate these transactions with
Upload your CSV file by clicking ‘Add File’
Click ‘Next’
For each field, use the drop-down to map your spreadsheet columns.
Date: Map the column with transaction dates
Vendor: Map the column with vendor names (optional if using the ‘Description’ column)
Description: Map the column with transaction descriptions (optional if using the ‘Vendor’ column)
Amount:
For a single column showing both deposit (income) and withdrawal (expense) values, map it as is.
If deposits and withdrawals are in separate columns, select the ‘2 column’ checkbox, and map the respective columns for:
Amount (Out): Withdrawals
Amount (In): Deposits
Click ‘Next’ to see an overview of all transactions from your file.
If needed, deselect transactions you don’t want to import by unchecking the checkbox next to the transaction
If the deposits/withdrawals were not mapped correctly, click ‘Reverse Amounts’ to correct them
Click ‘Done’ to complete the import
A banner will show when the CSV file is in-progress, failed, or complete. Click ‘OK’
Once imported, you can review and edit your transactions from the Transaction Dashboard, Money Out Dashboard, or Money In Dashboard.
