Import Bank Transactions

Upload a CSV file from your bank and map the columns

1

Upload CSV

2

Map Columns

3

Preview & Import

Upload Bank CSV

Choose a CSV file

or drag and drop it here

CSV Format Requirements

File must be in CSV format (.csv)
Must include headers in the first row
Should contain columns for: date, description, and amount
Date format: YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY
Amount should be numeric (negatives for debits, positives for credits)