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Import Your Transactions

Easily import your CSV files, map your data, and review your transactions below. Get started by importing your CSV files!

    Import Steps
  1. Acquire a CSV file: Download your transaction history as a CSV file from your online banking or financial service. Most banks offer an export or download option in their web interface. Check out the example by pressing the button below.
  2. Import the CSV file: Use the import tool below to import your CSV file. You can drag and drop or use the file picker.

    Note: files are stored in your browser and is not being submitted to the cloud.

  3. Describe the CSV: Map the columns in your CSV to the correct fields (such as amount, date, text, etc.) so the tool knows how to interpret your data.

Import Budget CSVs

Imported Files

No files imported