| --- |
| title: Import Transactions from CSV |
| description: Manually import transactions when bank connection isn't available. |
| section: banking |
| order: 3 |
| --- |
|
|
| If your bank isn't supported for automatic sync, you can import transactions manually via CSV. |
|
|
| ## When to use CSV import |
|
|
| - Your bank isn't in our supported list |
| - You have transactions from before connecting your bank |
| - You're migrating from another tool |
| - You need to import credit card statements |
|
|
| ## Prepare your CSV |
|
|
| Your CSV file should include: |
|
|
| - **Date**: Transaction date |
| - **Description**: Merchant or transaction description |
| - **Amount**: Transaction amount (positive for income, negative for expenses—or vice versa) |
|
|
| Optional columns: |
|
|
| - Category |
| - Notes |
| - Reference number |
|
|
| Most bank exports work directly. Midday maps common formats automatically. |
|
|
| ## Import transactions |
|
|
| 1. Go to [Transactions](https://app.midday.ai/transactions) |
| 2. Click **Import** or the import icon |
| 3. Select your CSV file |
| 4. Map columns to Midday fields |
| 5. Review the preview |
| 6. Confirm import |
|
|
| ## Column mapping |
|
|
| If Midday doesn't recognize your columns automatically: |
|
|
| 1. Match each CSV column to a Midday field |
| 2. Specify date format if needed |
| 3. Indicate if amounts are inverted (positive = expense) |
|
|
| ## After import |
|
|
| Imported transactions: |
|
|
| - Appear in your transaction list |
| - Are categorized by AI automatically |
| - Can be edited like any other transaction |
| - Won't duplicate if you later connect the same bank |
|
|
| ## Tips |
|
|
| - Export from your bank in CSV format, not PDF |
| - Include as much history as useful (usually 1 year) |
| - Review categories after import—AI needs to learn your patterns |
| - Consider connecting the bank after import to avoid future manual work |
|
|
| ## Troubleshooting |
|
|
| ### Date parsing errors |
|
|
| - Check your date format matches what you selected |
| - Common formats: MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD |
|
|
| ### Duplicate transactions |
|
|
| - Midday checks for duplicates based on date, amount, and description |
| - Exact duplicates are skipped |
| - Near-duplicates might import—delete manually if needed |
|
|
| ### Missing columns |
|
|
| - Only Date, Description, and Amount are required |
| - Other data can be added to transactions after import |
|
|
