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Import via CSV

CSV files can be used to bulk-import transactions.

Before you start​

Ensure accounts are created​

If you're importing transactions for an account that hasn't been added to Budget Board yet, create the account first on the Accounts Configuration page (click the gear icon on the Accounts card in the Dashboard).

tip

The target account name does not need to match the account name in the CSV file. You'll map the account during import.

Check your CSV format​

The CSV file must contain a header row. It must include a column specifying the account name for each transaction, and one or more of the following fields:

  • Date
  • Description
  • Category
  • Amount
note

The Category field must match an existing category in Budget Board. If it doesn't, the transaction will be imported without a category.

Example CSV file:


Load the CSV file​

Navigate to the Transactions page and click Import.

There will be a file input field. Click it to select your CSV file, and select Load CSV to load it.

note

Budget Board will try to automatically detect the delimiter used in your CSV file (comma, semicolon, tab, etc.). If it fails, you can manually select the correct delimiter by selecting Specify Delimiter and entering your delimiter in the field.

Configure Transactions​

You will use the next screen to configure how the CSV data is imported. The Next button will be disabled until all required fields are mapped and there are no warnings.

Map the fields​

In the Column Fields section, map CSV columns to transaction fields in Budget Board. Columns that match required fields are mapped automatically.

After mapping, a preview of the transactions to be imported appears in the Transactions section above. Some fields are required, so ensure there are no warnings above the preview table before proceeding.

Adjust options​

The Column Options section contains additional import settings.

Date format​

Specify the date format used in your CSV file.

Invert amount​

If amounts in your CSV are inverted (for example, expenses are positive and income is negative), enable this option to correct them during import.

Split income/expenses into separate columns​

If your CSV has separate columns for income and expenses, enable this option and map the appropriate columns. Budget Board will categorize transactions as income or expenses based on those columns' values.

Include income/expenses column​

If your CSV contains a column indicating whether a transaction is income or expense, enable this option and map that column. Specify which values denote expenses; all other values will be treated as income.

Filter duplicates​

If you're importing into an account that already contains transactions, enable this option to filter duplicates. Choose which columns should be used to detect duplicates.

Map accounts​

In the Account Mapping section, map account names from your CSV to accounts in Budget Board.

Import the transactions​

Once the previous steps are complete, the Import button will be enabled and will show the number of transactions to be imported. Click it to start the import process.