Upload
Import transactions from a spreadsheet. Duplicates (same date, description, category and amount) are automatically skipped, so you can re-upload the same file safely.
Expected columns
Required columns: Date (or Transaction Date), Description, and Amount. Category is optional but recommended.
Your file's first row should be a header. We look for these (other names are matched automatically):
- Date or Transaction Date (e.g. 2026-07-17)
- Description
- Category
- Amount (a number, e.g. 12.50)
A row is imported only if it has a date, description and amount. Rows missing these are skipped.
Select a CSV or Excel file to enable Upload.