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:
- Click the gear icon () at the top right of any page.
- Click Imports in the dropdown menu
- Click Import older transactions on the right for the account you want the transactions to belong to.
- Follow the instructions onscreen to finish importing your data.
- Click Import.