To import your expenses, navigate to the Expenses page, select the gear icon, then select “Import Expenses.”
You can import both expenses and income, so make sure you indicate what you’re importing.
Download the file from your banking institution and save the file as a .csv. If you don’t see that option, select any spreadsheet option available and resave it as a .csv file.
Once you select the import type, upload the .csv file.
Assign the columns from your spreadsheet using the drop-down next to each field and selecting the correct header for the column with that data.
The Overview page will list all of your transactions from the file. You can deselect the checkbox next to any transaction you don’t want to import.
Once you’re ready to import the selected transactions, select “Done.”
You’ll get a pop-up window letting you know that the import is complete.