Importing Transactions from CSV or Excel
Bulk-import months of transaction history from your bank's export file. Map columns, preview rows, and detect duplicates before committing.
Export a file from your bank
Most banks let you download a transaction history as a CSV or Excel file. Look for "Export", "Download", or "Statements" in your online banking portal.
Download the file to your device. Common formats are .csv, .xlsx, or .xls — all are supported.
Tip: If your bank offers a date range, export one month at a time for your first import. This makes it easier to verify the results.
Open the Import page
Go to Import (in the navigation or via Settings → Import transactions).
Tap Upload file and select your CSV or Excel file. The app reads the file and shows a column-mapping screen.
Map your columns
Different banks format their exports differently. Finzu asks you to map each column in your file to the corresponding field: Date, Description/Note, Amount, and optionally Category.
Use the dropdown next to each field to select the correct column from your file.
Set the date format that matches your file (e.g. DD/MM/YYYY or YYYY-MM-DD).
If your bank uses separate Debit and Credit columns instead of a single signed Amount, select that option.
Tip: The app shows a preview of the first few rows so you can verify your mapping before importing.
Review and import
After mapping, tap Preview. You'll see all transactions that will be imported, with any potential duplicates flagged (transactions with the same date and amount that already exist).
Deselect any rows you don't want to import, then tap Import. All imported transactions are assigned to the account you selected.
Important: Review the preview carefully before confirming. Once imported, you'll need to delete transactions individually if something went wrong.