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.
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!
Note: If the CSV file you are trying to import doesn’t have just a (Transaction) Type column, which can be used to identify income and expense transactions, don’t worry as there’s a simple fix. There’s good chance that the Amount column might have both types of transactions where the expenses have a – before. If that is the case, you don’t have to select anything in the Type column and the app should import the file just fine.
If the transactions are separated, meaning that you have separate Debit and Credit colums for income and expense transactions, you might need to do a little bit of reformatting. First, you need to add a minus before all the amounts in the Credit column. You can do that easily in Excel, check this guide. Once you do that, just merge both Debit and Credit columns into one column called Amount. You can import that file as I explained above.