Transaction Import

Import bank exports

Upload a CSV or XLSX file exported from your bank. Expensicat uses AI to map your file's columns to transaction fields: date, amount, currency, description, and more. Review the mapping with a live preview, adjust if needed, then hit import.

Smart account matching

Each unique IBAN in your import gets its own bank account. If that IBAN already exists from a bank connection, transactions go straight into the existing account. On repeat imports of the same IBAN, the account is reused, so you get no duplicates and no orphaned accounts.

Full processing pipeline

Imported transactions aren't second-class citizens. They go through the same enrichment, embedding generation, and match suggestion pipeline as synced transactions, so they show up in analytics, get merchant logos, and match against your entries.

Background import with progress

Large files import in the background. A progress bar shows how many transactions have been processed, how many duplicates were skipped, and which stage the import is in. Close the dialog and the import continues; you'll get a toast when it's done.

New4

• Banking
  • Import transactions from CSV, XLSX, or XLS bank exports
  • Automatic column mapping, where AI reads your file headers and maps them to the right fields
  • IBAN-scoped import accounts, so each IBAN gets its own account, reused across imports
  • Live preview of mapped data before importing

Improvements5

• Banking
  • Imported transactions go through the full pipeline of enrichment, embeddings, and match suggestions
  • Base currency conversion at import time using exchange rates
• Workspace
  • Actionable notifications with deep links to the relevant entity
  • Branded email templates for notification emails
• Inbox
  • Improved mobile UX for documents browser

Fixes4

• Banking
  • Duplicate detection prevents re-importing the same transactions twice
  • Corrected GoCardless reconnect redirect URL
• Reconciliation
  • Extended invoice payment matching window to full lifecycle
• Workspace
  • Fixed transaction detail sheet scroll on mobile