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Importing transactions from files

Updated over 3 weeks ago

Importing transactions from files

Import your transaction history from bank statements and exported files. Finthy supports multiple file formats for maximum flexibility.


Supported file formats

  • CSV (Comma-Separated Values) - Most common export format from banks

  • PDF Bank Statements - Upload your official bank statements for automatic parsing

  • Excel (XLSX/XLS) - Spreadsheet files with transaction data

  • OFX/QFX - Standard financial exchange formats


How to import

  1. Go to the account you want to import to

  2. Click "Import Transactions"

  3. Upload your file

  4. Map the columns to Finthy's fields (if needed)

  5. Review and confirm the import

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