Import a bank statement (CSV)

1. Download a CSV statement from your bank. In Excel or Sheets, use Save as CSV.
2. Open Import and export, choose the account, the file and how dates are written.
3. Review the rows. Untick anything you do not want and fix categories.
4. Choose Confirm and import.

• The file needs a header row with Date, Description and Amount, or separate Debit and Credit columns.
• Nothing is saved until you confirm. Rows that cannot be read are listed with the reason and can be downloaded as a CSV.
• Importing the same file again skips rows that were already imported. Two genuine identical purchases in one file both import.
• A row that matches a transaction you recorded by hand, same account, date and amount, is flagged as a possible duplicate and left out until you tick it.
• Categories are suggested from how you categorised the same merchant before; otherwise they go to Uncategorised or Other income.
• Dates like 03/04/2026 are read the way you choose: day first or month first. We never guess.

Only CSV files up to 2 MB are supported today. Excel files (.xlsx) and PDF statements are not supported yet.

You can also export everything at any time from the same page: all transactions as CSV, or all your data as JSON. Exports are free on every plan.