For manually added accounts, you can bulk-import transactions by uploading a CSV file exported from your bank. The bank account associated with the transactions must be added before you can import.
Adding a Bank Account During CSV Import
In addition to adding accounts from the Dashboard, you can also add a bank account directly from the Import CSV screen. On the Accounts → Import CSV page, look for the purple Add Bank Account button on the right-hand side. Click it to manually add the bank account for the transactions you are about to upload. You must add the bank account before proceeding with the import.
Steps to Import Transactions
1. Go to the Accounts tab in the left-hand navigation.
2. Click Import CSV.
3. Select the bank account the transactions are associated with from the dropdown menu.
4. Upload your CSV file by dragging it into the upload area or browsing for the file.
5. Click Analyze CSV. The system will parse the file and map the columns to the appropriate fields.
6. Review the imported data and confirm the import.
Important — Add the Bank Account First
You must have the bank account added before you can import transactions for it. If the account does not yet exist, use the purple Add Bank Account button on the right-hand side of the Import CSV screen to create it on the spot.
CSV Tip
Most banks allow you to export transactions as a CSV from their online banking portal. Make sure the file includes the date, description, and amount columns at a minimum.