Transaction Import

Import Bank Exports

Upload a CSV or XLSX file exported from your bank. Expensicat uses AI to automatically map your file's columns to transaction fields — date, amount, currency, description, and more. Review the mapping with a live preview, adjust if needed, then hit import.

Smart Account Matching

Each unique IBAN in your import gets its own bank account. If that IBAN already exists from a bank connection, transactions go straight into the existing account. On repeat imports of the same IBAN, the account is reused — no duplicates, no orphaned accounts.

Full Processing Pipeline

Imported transactions aren't second-class citizens. They go through the same enrichment, embedding generation, and match suggestion pipeline as synced transactions — so they show up in analytics, get merchant logos, and match against your entries.

Background Import with Progress

Large files import in the background. A progress bar shows how many transactions have been processed, how many duplicates were skipped, and which stage the import is in. Close the dialog and the import continues — you'll get a toast when it's done.