Import CSV
CSV has no single standard. The importer reads the header row and, when it recognizes a common US bank layout, fills the column map for you. You do not need an extra extension. The map is saved on the destination account.
Recognized layouts in this release: Chase, Bank of America, Wells Fargo, American Express, and Capital One. Demo files for each are on the Import page. Amounts are parsed as decimal text, never as floating-point numbers.
Steps
- Export a CSV from your bank. Use dummy data in development builds.
- Open Import. Choose the file or a demo layout.
- Pick the destination account. The map is stored there for next time.
- Preview. The review names the detected layout.
- Check a few rows. Amex purchases should be outflows. Capital One uses Debit and Credit columns.
- Import. The batch can be undone.
If the header is not recognized, the app uses Date, Description or Payee, and Amount. You still get a preview before anything is saved.
If this goes wrong
- Every amount is the wrong sign: the bank exported charges as positive numbers. That is the Amex convention; other files may need a different map in a later build.
- Dates are scrambled: the file may be day-first. See Import troubleshooting.
- Columns do not line up: the file may be tab-delimited. Detection also looks at tabs.