Import transactions from a CSV, Excel (.xlsx), or bank download file (QFX/OFX/QBO) into the specified account.

CSV/Excel files must contain the following columns:

• Transaction Date
• Reference Number
• Payee
• Description
• Amount
• Account (optional — overrides the target account for individual rows)

Example:

transaction_date,reference_number,payee,description,amount,account
2026-01-01,1001,Acme Corp,Party supplies,525.99,Office Supplies

QFX/OFX/QBO files are standard bank download files supported by most banks and QuickBooks. Simply download the file from your bank's website and upload it here.