Import & sync

Why aren't transactions duplicated on re-import?

Every imported row keeps the bank's original description. Re-import matching uses that field plus date, amount and account — so re-importing the same statement skips duplicates even if you renamed the vendor.

More: Knowledge Base · Documentation

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.

Start free trial

30-day free trial · CA$7.99/mo after · Cancel anytime