Imports

Import formats, simplified.

Choose the format that fits your day. CSV for spreadsheets, TXT for notes, JSON for full fidelity.

CSV

Spreadsheet exports (one file per type)

Export as CSV from Excel, Sheets, LibreOffice, or Proton Sheets. You must export three separate files.

Download Excel Template

Required columns: date, account, type, amount, currency, category, description.

Optional: transfer_to_account (only for transfers).

date,account,type,amount,currency,category,description,transfer_to_account
2026-01-21,Checking,expense,45.50,USD,Food,Groceries,
2026-01-22,Checking,transfer,500,USD,Transfer,Savings move,Savings

TXT

Quick notes format (prefixed)

Use prefixes to paste straight from notes or paper. One line per entry.

Required per line: date + key fields. Prefixes: T; transaction, H; habit, C; crypto.

T;2026-01-21;Checking;expense;45.50;USD;Food;Groceries;
H;Meditate;2026-01-21;true
C;2026-01-21;Binance;BTC;buy;0.1;42000;5;Spot buy

JSON

Full fidelity (recommended)

JSON v1 is the most complete format. Use the Generator to build it safely.