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Transactions & categories

Importing transactions from a CSV

Bring in history from your bank's website, Mint or a spreadsheet.

  1. Download a CSV from your bank's website or another app.
  2. Go to Settings → Data & privacy (or Accounts) and choose Import CSV.
  3. Match the columns for date, description and amount.
  4. Review the preview and import.

FinTrack skips rows it has already imported, so it's safe to import overlapping date ranges.

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