Import & Export Data

Manage your financial data by importing from or exporting to various formats.

Import Transactions or Budgets
Upload a CSV, QIF, or OFX file. You can also use a template.

Supported formats: CSV, QIF, OFX. Max file size: 5MB.

Feature Placeholder: Template transactions can be configured here or by saving existing transactions as templates.
Import/Export History
Log of your past data import and export activities.

No import/export history yet.

History Placeholder