Importing transactions

ExpenseAutomator can import transaction data from CSV files. Exact columns and review steps depend on the supported statement format.

Prototype content

The detailed import procedure and supported formats must be verified against the current product before this page is treated as complete.

Before importing

• Export a CSV statement from your financial institution.
• Keep the original file as a backup.
• Confirm that the statement covers the intended date range.
• Avoid editing amounts or dates unless the exported format requires it.

Import workflow

1. Open Expenses, then open the transaction import flow.
2. Select the CSV statement.
3. Follow the on-screen mapping and validation steps.
4. Review warnings and rejected rows.
5. Confirm the import.

After importing

Check the imported date range, transaction count, and totals. Resolve any uncategorized entries before relying on reports or budget comparisons.