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Importing Data
Importing CSV

Importing CSV

Bring in bank and credit-card exports instead of typing transactions. Financy’s guided import adapts to almost any CSV shape.

Start an import

File ▸ Import CSV…, or the Import CSV button on the Transactions screen. Pick the .csv file your bank exported.

Don’t have a file handy? The repo ships ten example exports in sample_data/csv/ covering different delimiters, date formats, and amount styles.

Step 1 — Map the columns

Financy reads the header row and auto-detects which column is the date, payee, and amount, plus the date format. Adjust anything in the mapping dialog:

  • Into account — the money account this file belongs to.
  • Date + Date format (e.g. MM/DD/YYYY, DD.MM.YYYY, ISO, …).
  • Payee and optional Memo.
  • Amounts — either a single signed column, or separate Debit/Credit columns. Tick flip the sign if your export uses + for money spent (common on credit-card exports).
  • Default income / expense category for rows it can’t auto-categorize.

Delimiters (comma, semicolon, tab, pipe), quoted fields, accounting-style (123.45) negatives, and a UTF-8 BOM are all handled automatically.

Step 2 — Review & import

A preview lists every row with its parsed date, payee, amount, category, and status. Before committing you can:

  • Set the category per row from a dropdown.
  • See duplicates flagged (a row whose date + payee + amount already exists in that account) — excluded by default so re-importing a file won’t double-add.
  • See unparseable rows flagged and skipped.

Click Import — everything commits in one atomic batch.

Auto-categorization

Rows are categorized by matching the payee against transactions you’ve already categorized:

  1. Exact payee match (case/spacing-insensitive).
  2. Token / substring match — so AMAZON.COM*A1B2C still matches a learned Amazon, and WHOLE FOODS MARKET, NYC matches Whole Foods.

Anything it can’t match falls to Uncategorized, which you set via the per-row dropdown (or later in the journal). The more you categorize, the smarter future imports get.

What’s not supported yet

OFX/QIF formats, multi-account transfer detection, and importing into a multi-currency document are not available yet — see the FAQ for current limitations.