Import Transactions

Upload your bank statements to automatically import and categorize transactions

You can upload CSV, OFX, or QFX files exported from your bank. Files will be validated and you'll see a preview before importing.

1. Upload Files

Drag and drop or select files from your computer

2. Validate & Preview

Review parsed transactions and fix any issues

3. Import

Save transactions and automatically categorize them

Upload Files

Select one or more files to import. You can upload up to 10 files at once.

Drag & drop files here

or click to browse your computer

Supported formats: .csv, .ofx, .qfx (max 10 MB)

Need Help?

CSV: Standard 3-column (Date, Description, Amount) or 4-column (Date, Description, Credit, Debit)
OFX/QFX: Open Financial Exchange format with transaction details