Import transaction data manually from banks or other finance apps

This article is about importing transactions. If you are looking for information about importing account balance history, you can read here on how to do this.

You can upload transactions to any Monarch account using a CSV file. Many banks and apps like Personal Capital or YNAB allow you to export transactions in the CSV format which you can use to import into Monarch.

It is possible to add one or multiple accounts at a time. Even while importing multiple accounts, we recommend limiting it to uploading a few accounts at a time to make sure your data is successfully added with minimum fuss!

Please Note: It is not possible to undo a CSV import. You will have to bulk-delete transactions or delete the account and start over.

Once transactions are imported they are added to the cash flow reports and budgets just like transactions in a sync'd account.

Importing a Single Account

Importing Multiple Accounts

Example Spreadsheet (.CSV)

Importing from Mint

Importing 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:

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There is also a button that has the option to Download transactions which is a great way to see the format required to import a CSV.

The required CSV format for importing and exporting is 7 columns, which must be listed in the following order in the spreadsheet table:

  1. Date
  2. Merchant
  3. Category
  4. Account
  5. Original Statement
  6. Notes
  7. Amount **

Please Note: Monarch uses positive numbers for income and negative numbers for expenses. So +100 would be seen as income and -100 would be seen as an expense. Some apps and banks export expenses as positive numbers which means they will show up incorrectly if imported directly into Monarch. You may need to play around with your CSV file to convert positive to negative numbers in this case.

Example Spreadsheet (.CSV)

Click here to download an example spreadsheet (.CSV) with example data that you can copy to make sure you are using the correct format. 

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

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Importing Multiple Accounts

If you have more than 1 account you would like to import or you are importing from Mint we recommend using the multi-account importer. It can be found in the "add account" screen.

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. Start with 1-3 big accounts (5,000 transactions is considered a "big" account!), then upload your smaller accounts en masse, and you should be successful!

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The required format for the multi-account import is 9 columns, which must listed in the spreadsheet table following the order listed below.

Please Note: A "Mint field" is the same thing as a "Monarch field." All 9 of these columns must be in the file even if they are blank for the import to be successful.

  1. Date → Date
  2. Description → Merchant
  3. Original Description → Original Statement
  4. Amount → Amount
  5. Transaction Type → ignored since amounts are used instead to determine credit/debit
  6. Category → Category
  7. Account Name → Used to map the multiple accounts
  8. Labels → Tags
  9. Notes → Notes

Importing from Mint

Check out the article Move data over from Mint to Monarch for all the details about this workflow!

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