Import CSV Data

Note: Import your data from a CSV file is only available on iOS 16.0/macOS 13.0 and later.

You can import your data from a CSV file. The CSV file should have the following columns:

• Date (String)
  yyyy-MM-dd, yyyy-MM-dd HH:mm, yyyy-MM-dd HH:mm:ss, yyyy-MM-dd HH:mm:ssZ, or yyyy-MM-dd'T'HH:mm:ssZ format.

• Category (String)
  If not found, it will be default to No Category or the first category you have in the app.

• Price (Double)
  -: expense, +: income. If you need to use , as a decimal separator, you need wrap the value with double quotes like "-12,34".

• Notes (String)
  The default value is an empty string.

Example:

Date,Category,Price,Notes
2024-03-31,Groceries,-1000.0,Supermarket
2024-03-30,Budget,2500.0,
2024-03-29,Transport,-300.0,Bus
...

┏━━━━┳━━━━━━━━━━━━┳━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━┓
┃    ┃ Date       ┃ Category    ┃ Price         ┃ Notes             ┃
┡━━━━╇━━━━━━━━━━━━╇━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━┩
│    │ 2024-03-31 │ Groceries   │      -1,000.0 │ Supermarket       │
│    │ 2024-03-30 │ Budget      │       2,500.0 │                   │
│    │ 2024-03-29 │ Transport   │        -300.0 │ Bus               │
...

If you still have questions, we’re here to help. Please get in touch and we’ll respond shortly.