How do I import transactions from a CSV file?

You can bring transactions into Bilance from a CSV file — a statement export from your bank, or an export from another finance app. This is the way to add history that bank sync can’t reach: an account your bank doesn’t share through open banking, a closed account, history older than your connection, or years of data from an app you used before.

How to import a file

1. Open the Account tab and choose Add account.
2. Select file import and pick your CSV file.
3. Check the preview, name the account, and confirm.

The import runs in the background. Bilance recognizes the columns automatically, whatever language or format your bank uses — different delimiters, encodings, date formats, and separate debit and credit columns all work. Transaction titles are cleaned and categories are assigned the same way they are for synced bank accounts.

If your file comes from another finance app and includes categories, Bilance matches them by meaning onto your own categories, so your history arrives organized rather than as one long uncategorized list.

Importing more files

Repeat imports for the same source go into the same import account, and duplicates are removed automatically. Overlapping statements and accidental re-uploads are harmless — nothing is counted twice. Give each real-world source (each bank account or each old app) its own import account.

What files work

• CSV files only (.csv or .txt), up to 10 MB per file.
• Excel, PDF, OFX, and QIF files are not supported. If you have an Excel file, open it and save it as CSV first.
• Imported transactions live in their own import account. They can’t be added to a bank-connected account or a regular manual account.

If your bank can be connected directly, connecting it is the better path — sync keeps the account up to date on its own, while file import is a manual step for each file.