Transactions & categories
Importing transactions from a CSV
Bring in history from your bank's website, Mint or a spreadsheet.
- Download a CSV from your bank's website or another app.
- Go to Settings → Data & privacy (or Accounts) and choose Import CSV.
- Match the columns for date, description and amount.
- Review the preview and import.
FinTrack skips rows it has already imported, so it's safe to import overlapping date ranges.