You can import transactions from sources other than your connected bank accounts using a .CSV (comma-separated values) file. Most banks allow you to export transactions to this file type. If you've been using a spreadsheet to track transactions, you can save or export the file to .CSV format.
To import your .CSV file
- Select the Gear icon at the top.
- Select Imports.
- Select Import older transactions on the right for the account you want the transactions to belong to.
- Follow the instructions onscreen to finish importing your data.
- Select Import.
See import older transactions in the mobile app if you wish to import the transactions through the mobile app.