Before importing

CSV import is a Premium feature. Add the destination account first and check its currency and starting balance. Your file's amounts are recorded against that account; they are not converted.

Choose and review

  1. Open Profile → Import CSV.
  2. Select the destination account.
  3. Choose a CSV file in the web app, paste CSV text into the provided field, or use sample data to learn the format.
  4. Review the preview, row issues, skipped rows and Expected balance change.
  5. Fix incorrect data, then choose Import transactions or the row-count action.
  6. Review the result and choose View activity.

Required format

Use date, amount and type columns. Category and note are optional. Dates such as 2026-01-05 are unambiguous. Use positive amounts and income or expense as the type.

date,amount,type,category,note
2026-01-05,45.00,expense,food,Groceries
2026-01-06,2500.00,income,salary,Salary

Balance and duplicates

Importing transactions changes the destination account's recorded balance. Make sure the starting balance and date coverage do not already include the same transactions. Review Activity before importing a file again.