Upload Transactions

Upload a CSV file from your bank or credit card to import transactions.

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You need to create at least one account before uploading transactions.

Go to Accounts

Tips for uploading:

  • Most banks allow you to export transactions as CSV files
  • The system will automatically detect your bank's CSV format
  • Make sure your file includes transaction dates, descriptions, and amounts
  • Either partner can upload CSV files for any of your accounts