Bank CSV import
Import a bank CSV and review the rows before saving
Use a transaction export from your bank to bring past activity into Finances. CSV files up to 5 MB are accepted. Map the date, description, and amount columns, check how numbers are read, then review the preview before you confirm.
Import a bank CSVChoose the columns
Match the file's date, description, and amount columns. If your export separates debits and credits, map those fields instead.
Check the preview
Review interpreted dates and amounts, valid and invalid rows, and the count of possible duplicates before anything is saved.
Confirm when it looks right
Adjust the CSV delimiter, date order, or decimal separator if needed. Skip invalid rows when appropriate, then confirm the import.