Budgeting AI
Budgeting AI
TRACK • FIND • SAVE
IMPORT

Import Transactions

Add your bank accounts and credit cards, then import their CSV transaction history into Budgeting AI.

Accounts
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Bank Accounts
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Credit Cards
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Selected
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STEP 1

Add an Account

Add each checking account, savings account, or credit card you want to track.

STEP 2

Import Transaction History

Select the account that owns the transactions, then choose its CSV file.

Add an account first before importing a transaction file.
CSV Transaction File
OTHER WAYS TO TRACK

Enter a Transaction Manually

Cash purchase or transaction missing from your import? Add income and expenses manually from Transactions.

View Transactions →