Import from a spreadsheet

Bring in old records from a CSV or Excel (.xlsx) file.

Steps

1. Open Transactions and tap Import (on the phone app, open Import CSV from More).
2. Choose your file. You can download the Template (.csv) first.
3. Pick the wallet to import into and the date format.
4. Match your columns: Date, Title and Amount are required.
5. Check the Preview, then confirm the import.

Tips

• Up to 100 rows per import. Only income and expense entries are imported.