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7 helpful votes

Import transactions from other sources

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

  1. Select the Gear icon User-added imageat the top.
  2. Select Imports.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Import.

See import older transactions in the mobile app if you wish to import the transactions through the mobile app.

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