CSV Import

Drop a bank export, map columns, assign categories, and import.

1 · Upload File

Drop CSV file or click to browse

Banks export with headers like Date, Description, Amount.

Account *

Default Expense Envelope

Applied to every expense row unless you override it inline in the preview.

Income rows flow to To Be Allocated — you fund envelopes from there.

Rows in file0

Valid0

Expense rows0

Income rows0

Envelope overrides0

Split rows0

Skipped0