Import

Import Transactions

Import Transactions

Upload a CSV file with your bank transactions to import them into the system. The CSV should contain columns for date, description, and amount at minimum.

Drag and drop your CSV file here, or click to browse

Only CSV files are supported

Demo Options

Sample CSV Data

date,description,amount,category,notes
2025-06-01,Salary Deposit,2500.00,Income,Monthly salary
2025-06-02,Rent Payment,-1200.00,Housing,Monthly rent
2025-06-03,Grocery Shopping,-150.25,Food & Dining,Weekly grocery shopping
2025-06-05,Electricity Bill,-85.50,Utilities,Monthly bill
2025-06-10,Restaurant,-65.30,Food & Dining,Dinner with friends
2025-06-15,Gas Station,-45.00,Transportation,Car fuel
2025-06-20,Freelance Project,350.00,Income,Website development
2025-06-25,Gift Received,100.00,Income,Birthday gift

How to Import Transactions

1. Export from your bank

Log into your online banking portal and download your transactions as a CSV file.

2. Upload the CSV file

Drag and drop the CSV file into the upload area or click to browse your files.

3. Review and confirm

The system will process the file and import your transactions automatically.

Supported CSV Format

Your CSV file should contain the following columns:

  • date (required): The transaction date (YYYY-MM-DD)
  • description (required): Transaction description
  • amount (required): Transaction amount (positive for income, negative for expenses)
  • category (optional): Transaction category
  • notes (optional): Additional information

Portfolio Demo

For demonstration purposes, you can use the sample data provided or export your current transactions.