Import transactions from CSV
If you have a bank export or a spreadsheet of past transactions, you can import them all at once using the CSV importer.
Supported CSV format
Your file needs at least three columns: a date, an amount, and a description. Column names are flexible.
| Field | Accepted column names |
|---|---|
| Date | date, Date, transaction_date, posted_date |
| Amount | amount, Amount, transaction_amount |
| Description | description, Description, merchant, payee, memo |
| Category (optional) | category, Category, type |
| Notes (optional) | notes, Notes, comments, additional info |
Always use positive numbers for amounts. Rows with a blank category are treated as income.
Import your file
- 1Go to Transactions and click Add transaction → Import CSV.
- 2Select the budget you want to import into.
- 3Drag and drop your CSV file, or click to browse.
- 4Moniepot parses the file and shows a preview of all rows.
Fix errors before importing
Rows with problems are highlighted in red. Fix them directly in the preview — no need to re-upload.
| Error | Fix |
|---|---|
| Invalid date | Click the date field and pick a valid date |
| Missing description | Type a description directly in the row |
| Zero or missing amount | Enter a valid positive number |
| Unknown category | Select an existing category or create a new one |
Review duplicates
After fixing errors, Moniepot checks your import against existing transactions. For each potential duplicate, choose Skip or Import anyway.
Confirm and import
- 1Review the summary showing how many transactions will be created or skipped.
- 2Click Confirm import.
- 3Moniepot creates all transactions and shows a results summary.
Limits
| Limit | Value |
|---|---|
| Max file size | 10 MB |
| Recommended max rows | ~1,000 transactions |
| Concurrent imports | 1 at a time |
What's next