Import transactions (CSV)

Drop a CSV exported from your bank/credit card or broker fees. We’ll map columns and import your expenses.

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Industry preset

This just tunes suggestions (e.g., Zillow → Advertising). You can change it later in Settings.

Drag & drop a .csv file here, or
Need a sample? Download the CSV template.
Required columns: date, description, amount. Dates can be YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY. Amounts: negative for debits, positive for credits (we’ll also interpret debit/credit headers server-side).
Max file size: 5MB.