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Data Import Export · iOS, iPadOS, macOS, visionOS

Import transactions from a CSV file

Standard CSV import requires account, category, date and amount. Existing-account import supplies account. Transaction type is optional.

Version and availability: Instructions checked against released app source code for MoneyCoach 14.0.1.

Checked against the released app’s source code on 2026-11-02; these steps have not been tested in the app.

Steps

Import CSV… maps account values from the file; Import CSV to Existing Account… sends all imported rows to one existing account. Apple Card statements have a separate import option.

  1. Open Settings > Import & Export.
  2. Choose Import CSV… to map account values from the file, or Import CSV to Existing Account… if every row belongs in one existing account.
  3. If you chose Import CSV to Existing Account…, select an account that is not connected to a bank. Without an active plan, only the first two eligible accounts can be selected.
  4. Select the CSV file from the file picker.
  5. For Import CSV…, map the required account, category, date, and amount fields. Import CSV to Existing Account… supplies the account automatically; category, date, and amount are still required.
  6. Map transaction type and other optional fields when your file contains them. Select the date format.
  7. If you mapped a transaction type column, select the expense word and, if asked, the income word. Otherwise, select Calculate based on the amount field (+/-) for the type field.
  8. Tap Import and wait for Import complete or a message about skipped rows, then review the imported transactions.

Transfers

For transfer rows, use the Transfer category or its localized name. Set the transaction type to Expense for the sending-account row and Income for the receiving-account row, then review both entries after import.

Sources