Imports & AI
Import your transaction history
Bring in spreadsheets, screenshots or pasted text without a required template.
Choose your source
Open Import from the app or Transactions. Supported files include CSV, TSV, TXT, XLSX, OFX, QFX, QBO, PNG and JPEG. Files can be up to 10 MB; screenshots up to 4 MB.
Templates are optional. Your source should be organized enough to identify individual transactions. Export workbooks containing formulas as values before importing. Macro-enabled workbooks are not supported.
- Choose a file or paste a table or organized transaction lines.
- For spreadsheets, choose the worksheet and header row.
- Customize the field mapping, destination and relevant date or number conventions.
- Review the proposed records, errors and duplicates.
- Confirm the selected records. The completion page shows the result.
Your records stay under your control
Imports create new transaction records. They do not silently merge into or update existing records. Importing historical transactions does not replay historical balance changes.
You can use standard imports without AI. The optional CSV template is available on the import screen for convenience.
Related guides
Read a screenshot or pasted text
Use on-device text recognition or choose optional AI assistance.
Give optional AI useful context
Clarify dates, currencies and transaction conventions before extraction.
Review duplicates and undo an import
Resolve possible duplicates before saving and understand when undo is available.