Bank import

Load a CSV statement and map its columns onto transaction fields.

You load a CSV file downloaded from your online banking and the app turns it into transactions in your budget.

The file is read in your browser

Same as receipts and credit reports. A bank statement is a complete record of where you have been and what you bought — the parsing happens on your device, and only the transactions you confirm reach the server.

Mapping the columns

There is no single CSV format, because every bank exports differently: another column order, another separator, another way of writing dates and amounts. So after loading the file you point out which column is the date, which the amount and which the description.

The app tries to work this out itself from the headers and the first few rows. The guess has to be confirmed — a misread amount column would turn the statement into a set of arbitrary numbers.

A preview before saving

Before saving you see the finished list of transactions exactly as they will enter your budget. Rows can be unticked one by one — a statement usually covers a wider period than you want to load.

Duplicates

Loading the same file twice will add the transactions again. It is worth checking the date range in the preview if your previous import covered the same month.