Import
Bring in your existing transaction history from a bank export.
Who it's for
New companies loading history from a bank CSV
Key benefits
- Accepts CSV bank exports
- Flags anything that looks off before it lands in your books
- The first step when a new company joins the books
Overview
Import is the front door for bringing existing transaction history into Count My Bucks - upload a CSV export from your bank, and the importer parses, checks, and stages it before anything posts to your books.
Related features
See how Import fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.