Import CSV Data

Note: Importing 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 must include a header row, and column names are case-sensitive. The CSV file should have the following columns:

Required 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. If parsing fails, the date defaults to the current time.

  • Category (String)
    Matching is case-insensitive. If not found, it will default to No Category or the first category for the flow type.

  • Price (Double)
    -: expense, +: income. If empty or invalid, it is treated as 0 (expense). If you need to use , as a decimal separator, wrap the value with double quotes like "-12,34".

  • Notes (String)
    The value can be empty, but the column must exist.

Optional columns:

  • Currency (String)
    If missing or empty, it uses the sheet currency. Values are uppercased.

  • Rate (Double)
    Fixed exchange rate. Only positive values are used. Ignored if Currency matches the sheet currency.

  • Rate Type (String)
    Case-insensitive; spaces or hyphens are treated like underscores. Allowed values: auto_refresh, custom, default.

Exchange rate behavior (when Currency differs from the sheet currency):

  • Rate Type = auto_refresh: always use auto-refresh.
  • Rate Type = custom: use Rate if provided; otherwise auto-refresh.
  • Rate Type = default: use Rate if provided; otherwise use the sheet reference rate.
  • Rate Type empty: use Rate if provided; otherwise use the sheet reference rate.

Example:

Date,Category,Price,Currency,Rate,Rate Type,Notes
2024-03-31,Groceries,-1000.0,JPY,,default,Supermarket
2024-03-30,Salary,2500.0,USD,1.08,custom,
2024-03-29,Transport,-300.0,,,,
...
┏━━━━┳━━━━━━━━━━━━┳━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━┳━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━┓
┃    ┃ Date       ┃ Category    ┃ Price         ┃ Currency ┃ Rate Type ┃ Notes             ┃
┡━━━━╇━━━━━━━━━━━━╇━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━╇━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━┩
│    │ 2024-03-31 │ Groceries   │      -1,000.0 │ JPY      │ default   │ Supermarket       │
│    │ 2024-03-30 │ Salary      │       2,500.0 │ USD      │ custom    │                   │
│    │ 2024-03-29 │ Transport   │        -300.0 │          │           │                   │
...