How to import data

You can import transactions from a file in the Spendee web app at app.spendee.com. Import is not available in the mobile app.

Before you import

Use a CSV or Excel file (.xls or .xlsx).
Each transaction needs at least a date and an amount. Add a category name to keep your categories, and labels if you want to import them too.
You can import only into cash wallets, not into connected bank accounts.
Import only new or missing transactions, so you don’t create duplicates.
Transfers come in as ordinary transactions. Change them to transfers by hand after the import. See Transfers.