Import a bank statement

Instead of typing each record, download a statement from your bank, card, e-wallet or PayPal as a CSV or Excel file and import it. You match the columns, check a preview and choose what to bring in. Lines that look already recorded are left out.

Go to Finances → More → Import.

1. Upload the file

1. Download the statement from your bank's website as CSV or Excel (.xlsx). Old Excel files (.xls) don't work: open them in Excel and save them as .xlsx first.
2. Click the file field (1) and choose the file. It can be up to 5 MB.
3. Click Upload (2).

Not sure what the file should look like? Click Download a sample file (3).

2. Match the columns

Finances guesses which column is which from the headings. Check each one:

1. Choose the account These lines are in the account (1), for example Business checking.
2. Date (2): the column with the dates.
3. Dates are written (3): Month first (10/28/2026) in the United States, or Day first (28/10/2026). It only matters for dates like 03/04/2026.
4. Description: the column that says what each line was.
5. Amount (one column) (4), and how money out looks in it (5): usually Negative (-1,500). If your bank has separate columns, leave the amount empty and choose Or: money in column and and money out column instead.
6. Optional: Reference, Name and Category columns. A category column is matched to your categories by name.
7. Click Preview.

3. Check the preview

The preview lists every line with its date, amount, a category to choose and a note:

• Already recorded? (1): a record with the same account, date, amount and type already exists, for example the rent you typed by hand. These lines start unticked.
• A red note such as No amount, No readable date or In a closed month (2): the line can't be imported and is skipped.
• Category from a rule: Finances chose the category from what you picked last time.

Then:

1. Choose a Category for each ticked line. Lines left without one go to "Uncategorized" and show on the Overview until you sort them.
2. Tick or untick lines. The box in the heading ticks them all.
3. Leave Remember the categories I choose for these descriptions next time ticked.
4. Click Import the ticked lines (3).

The new records open in Money in & out, marked Imported.

Remembered categories

When you import, Finances remembers "descriptions containing this text get this category", for example "XCEL ENERGY PAYMENT" → Utilities. Next month, lines with that text get their category by themselves.

The Remembered categories box on the Import screen lists them. You can also add one while adding a record by hand: tick Remember this category for imported lines with this description.