Import files
General considerations You can easily import transactions from another app or from your bank with CSV files. If your importing data for the first time from another app, here there are some suggestions: • Before importing the file, create all your accounts and credit cards. • After importing the file, create your subcategories in the "Preferences" page. If you use the exact name you used in the other app, they will be automatically assigned to the transactions. Web app - CSV and XLS files From the web app you can use the advanced CSV/XLS file importer. We suggest importing the file here. The process is simplified and the "Account" and "Category" columns are not mandatory. If they are not present in the file, you can select a default category/account. App Android/iOS - CSV files From the Tools page of the app you can import CSV files. To import a file you have to respect a strict file format. You must use the same columns, in the same order, as specified in the example below. You can't add more columns. Select the right separator ("," or ";") and date format before importing the CSV file. Sample file required in the app
Value (USD) Category Account Date From/To Notes
-5 Transport Wallet 31/1/2016
100 Odd jobs Wallet 30/1/2016 Jon
-7.99 Other Wallet 26/1/2016
-68.47 Tax Bank 25/1/2016 Electricity
1607.92 Salary Wallet 25/1/2016
-99 Shopping Wallet 22/1/2016