Q: How can I import my banking activity as a “CSV” file?
Q: I’m trying to import a “CSV” file into Goodbudget, but it’s not working properly, what’s wrong and how can I fix it? see below.
CSV Import (For Advanced Users)
We recommend users import their banking activity with Quicken (QFX) or MS Money (OFX) files. You can learn more about importing via these file formats here. However, if your bank does not offer QFX or OFX downloads, Goodbudget supports “CSV” formatted files as well.
- From the Transactions window on the home page, click on “Import Bank Transactions.”
- Click on “Choose File” and select the CSV file you want to upload.
- Then click on “Upload Transactions.”
Goodbudget will take you to a page where you can categorize the data in your CSV file.
CSV Import Not Working?
If Goodbudget rejects your CSV file, you may need to format the data into a compatible format. Download the sample CSV file below to learn more about how to format your file for Goodbudget.
Sample CSV File with Instructions (1kb) Choose to save-as the file to your computer.