The CSV file can be exported from your bank, or it can be from another app that you were using before to keep track of your money. Download the sample using the button down below to see if your CSV file is compatible with our importer. Do not worry if your file has a different arrangement or is missing a field or two, just try to import it and see what happens.

download sample buttonSince MoneyCoach it is deeply integrated with iOS document recognition, it can open any CSV, anywhere (Files, Mail, Dropbox, Drive etc).

If your CSV file includes Transfers, those will be imported as two separate Income and Expense transactions.

Here’s how you do it:

1 – Open MoneyCoach, then go to Settings / Import & Export and tap the “Select File” button.

2 – We use the Files app for attachments, so I will use the Files app in this tutorial. Upload the CSV file you want to import to the Files app which is linked to your iCloud Drive folder. Find and select the CSV file you want to import.

3 – Now will have to select the respective fields as you can see in the example screenshot. Now depending on the language, the CSV format, etc. some of the selectable fields may have different names or may not be there. Make sure to select all the available fields accordingly. You can download the sample above and copy-paste all your data and format it correctly.

4 – Once you select all the fields, it should look something like this. The file used in the example is a file exported from MoneyCoach. Your file might not have all the optional fields like description, currency, subcategory, person/company. If that is the case, select None or Don’t Import for these fields.

5 – Once you are ready, tap the Import button and wait for the process to complete.

Congratulations, you just imported your CSV file!

11 Comments

  1. I have different accounts with different currency.. when i import all files it is set to one currency, that mean nothing is right, how can i do it right?!

    • Yes Joe, now when you import a CSV file on MoneyCoach, we have a dedicated Currency field. However, since Multicurrency is a Premium feature, you need to be subscribed in order to use it.

  2. I switch my phone from iphone to samsung note 9

    I try to move my data from iphone to note9 via import/export feature (CSV file)
    but I found problem
    1.) repeating transection disappear.
    2.) Date And Time of transection is wrong.

    So I can’t completely transfer my data from iphone to note 9 T___T

    thanks for your support

    • Repeating transactions will be imported as transactions, but can’t be imported and become active, if that makes sense, cause it’s practically impossible to do. As for the date, did you select the correct date format when you were prompted? If not, clear all data and try to import the CSV file again. Let me know how it goes!

  3. How do you import transfers between accounts? I’m coming from HomeBudget.

    I have separate export csv files for income, expenditure and transfer. So I dont have an expenditure / income field but the whole csv doc will be one or the other – any advice on what to do here?

    • The easiest way to import income and expense CSVs is to add an additional Type column in the CSV where all transactions are labeled as Income and Expenses for the respective CSV file. Also, add one dummy entry with type “Income” label in your Expense CSV and “Expense” in your Income CSV so you have the option to select the type when importing the CSVs to MoneyCoach. As for Transfers, MoneyCoach adds them as separate income and expense transactions from the respective accounts. Hope this helps.

      • Thanks. I sent an email to you guys using the contact form as I am having issues uploading the amended CSV. Prefer to discuss via email. Thanks.

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