Credit Card & Bank Transactions

Import and manage transactions from your credit cards and bank accounts.

Import Transactions

Credit Card / Bank Type

Select CSV File

Select the bank/card type that matches your CSV file format, then choose the file to import.

Date From

Date To

Vendor Name

Min Amount ($)

Max Amount ($)

Card/Bank Type

Card Type: Show excluded

Total: 0 transactions

Date ▼	Vendor	Amount	Card/Bank Type	Actions
No transactions yet Import your credit card or bank transactions from a CSV file to get started. Select your bank type and upload your statement.