Finances supports importing data from CSV files. A CSV file is a comman-separated values file. Each row represents a transaction, which means that CSV files are based on single-entry bookkeeping.
For example the following CSV file
will be imported as
2017-03-08 Assets:Cash -$5.60 Expenses:Household $5.60
If one of the columns is missing in the CSV file, Finances will fail to import the data. (I’m fully aware that bank statements usually don’t include an account and category column. I’m already working on a solution for that.)
Do the following steps to import data from a file.
- Choose File → Import…
- Locate the CSV file and click Open
- Choose the currency for the imported data and click Import
- Open the CSV file in iCloud Drive
- Tap and select Import with Finances
- Choose the currency for the imported data and tap Import
The CSV import works for the following apps. (Import from other apps may work as well, but it’s not guaranteed.)
- Finances 1
If you have problems importing data from a CSV file, please read the help.
Migrating from Finances 1
If you’re using Finances 1 and want to import the existing transaction into Finances 2, do the following steps.
- Export your data from Finances 1 as CSV.
- Go to App Settings → Export → Export As CSV
- Import the data into Finances 2.
- Open the CSV file in Finances 2
- Wait for the import to finish – this may take some time.
- Set up the initial account balances – the CSV file doesn’t include the initial account balances.
- Create new account called Opening Balances in the Equity group
- Create an opening transaction
- Update the colors for the Income and Expense accounts – the CSV file doesn’t include the category colors.