You can upload transactions to a synced or manual account using a .CSV file. When you upload transactions to a synced account, the account balance history will not be changed. When you upload transactions to a manual account, you will have the option to adjust the account balance.
Please Note: It is not possible to undo a .CSV import. You will have to bulk-delete transactions or delete the financial account and start over. You can also create a smaller test .CSV file and import just a few transactions to test.
Once transactions are imported, they are added to the cash flow reports and budgets just like synced transactions.
If you have large accounts with over 5,000 transactions, be sure to read the "Importing Large .CSV Files" article to ensure you are successful.
Table of Contents
- Importing Transactions into a Single Account
- Single Account Example Spreadsheet (.CSV)
- Importing Transactions into Multiple Accounts
- Multiple Account Example Spreadsheet (.CSV)
Importing Transactions into a Single Account
You can upload a .CSV file for a single account on the account details page using the edit button in the top right:
- On desktop, navigate to Accounts and select the account to which you want to import.
- Select Edit > Upload transactions.
- Select Upload a .CSV file.
- Choose the .CSV file and click Add to account.
- An Upload is complete pop-up will appear in the bottom right-hand corner.
The required CSV format for importing and exporting is 8 columns, which must be listed in the following order in the spreadsheet table (see link to download an example in the next section). Do not include a header row.
- Date
- Merchant
- Category
- Account
- Original Statement
- Notes
- Amount
- Tags
Note: Monarch uses positive numbers for income and negative numbers for expenses. So an amount listed as +$100.00 would be seen as income, and -$100.00 would be seen as an expense. Some apps and banks export expenses as positive numbers, or with parenthesis around them [i.e. ($100)], which means they will show up incorrectly if imported directly into Monarch. You may need to adjust your .CSV file to match the Monarch formatting.
Single Account Example Spreadsheet (.CSV)
Click here to download an example spreadsheet (.CSV) with example data that you can refer to in order to make sure you are using the correct format. You may need to delete the header row prior to uploading.
Please Note: Only bank account and credit card transactions can be imported into Monarch. Holdings, budgets, or aggregate cash flow total can not be imported. To learn how to import account balance history, read here.
Importing Transactions into Multiple Accounts
If you would like to import the transaction history for multiple accounts at once, we recommend using the multi-account importer.
- On desktop, navigate to Accounts and click +Add Account in the top right.
- Click Move from Mint to Monarch.
- Don’t worry if you’re not importing a file from Mint. This is still the correct process, and we are working on changing the flow to make it more clear.
- Choose to Import transactions.
- Select Upload Your Mint CSV.
- Choose the .CSV file and click Next.
- Follow the steps on the next few pages to assign labels, transactions and accounts.
Tip: Do not try and upload all of your accounts at once! If you have thousands of transactions and dozens of accounts, they may fail if you attempt to upload all of them at once. Check out our "Importing Large .CSV Files" article for more information.
The required CSV format for importing and exporting is 8 columns, which must be listed in the following order in the spreadsheet table. Do not include a header row.
- Date
- Description
- Original Description
- Amount
- Transaction Type
- Category
- Account Name
- Labels
- Notes
Multiple Account Example Spreadsheet (.CSV)
Click here to download an example spreadsheet (.CSV) with example data that you can refer to in order to make sure you are using the correct format. You may need to delete the header row prior to uploading.
Please Note: Only bank account and credit card transactions can be imported into Monarch. Holdings, budgets, or aggregate cash flow total can not be imported but many of them are derived from the underlying transactions once you import transactions. To learn how to import account balance history, read here.