You can import from sources other than your connected bank accounts using a .csv (comma-separated values) file. Most banks allow you to export transactions to this file type. If you've been using a spreadsheet to track transactions, you can save or export the file to CSV format.

Please note: this process is not available on the mobile app.

To import your CSV file:
  1. Select the Gear User-added image.
  2. Choose Imports from the drop-down menu.
  3. Select Import older transactions on the right for the account you want the transactions to belong to. 
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Import.