Import
Bring in your existing transaction history from a bank export.
How to use it
Open Import from the left nav, upload a CSV file, review the parsed preview and any flagged issues, and confirm to bring the transactions in. Review past imports under Import History.
Configuration
Requires a CSV export from your bank's website.
Details
| Menu location | Left nav, Import. |
| Who uses it | New companies loading history from a bank CSV |
| Prerequisites | None |
Related pages
See which plan includes Import on pricing, or how Count My Bucks compares to QuickBooks.