How do I import bank transactions from CSV?¶

You can import transactions from a CSV or Excel file — useful for manual accounts, or to backfill history.

Step 1. Go to Bank and open the account you want to import into.

Step 2. Click Import (top of the account). The import panel slides open.

Step 3. Upload your file. CSV and Excel are supported (.csv, .xlsx, .xls), up to 10,000 rows.

Step 4. Map the columns. myaccountant tries to detect them automatically — check that Date, Amount (or separate Debit and Credit columns) and Description point at the right columns, then click Continue.

Step 5. Review the preview. It shows how many rows are valid and how many will be skipped, then click Import.

Step 6. When it's done, the transactions appear on the Uncategorised tab, ready to categorise. Any duplicates already in myaccountant are detected and skipped.

Pulling transactions from a linked bank¶

If the account is connected via a bank feed, you can also click Fetch Transactions to pull a date range (Last 30 days, 90 days, 6 or 12 months, or a custom range) straight from the feed. Duplicates are skipped automatically.

Related guides¶

• How do I add a manual bank account?
• How do I categorise bank transactions?
• How do I connect my bank?