How-to guide

How to Import CSV Bank Files

  1. Export a CSV from your bank or card issuer.
  2. Upload it in the Import Wizard and confirm date and amount columns.
  3. Choose duplicate handling (skip, replace, or keep) and optional auto-categorization.
  4. Transactions land in sortable, filterable tables tied to your dashboard.

Feature detail: CSV Import · Help article

FAQ

Frequently asked questions

How to Import CSV Bank Files?
Export a CSV from your bank or card issuer. Upload it in the Import Wizard and confirm date and amount columns. Choose duplicate handling (skip, replace, or keep) and optional auto-categorization. Transactions land in sortable, filterable tables tied to your dashboard.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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