Import superpowers
Importing transactions
Map any bank CSV to SlateSpend and clean up rows before they hit your accounts.
Required columns
- Date
- Payee or Description
- Amount (single column) or Withdrawal + Deposit
Balance is optional. Category can be mapped later in review.
Separate Withdrawal + Deposit
If your statement splits withdrawals and deposits, map both columns. SlateSpend converts them into a single signed amount.
Withdrawal 1200 -> Outflow $1,200
Deposit 110000 -> Inflow $110,000
Deposit 110000 -> Inflow $110,000
Date format per import
Choose a date format at the top of the import. Every row follows that format.
Example: DD/MM/YYYY for 17/09/2025.
Step-by-step
- Go to Accounts and click Import CSV.
- Map your file columns to Date, Payee, and Amount.
- Pick the date format for this import.
- Review rows marked Needs review and fix them.
- Commit the import to add transactions.
Review and fix rows
- Rows marked Needs review must be fixed before import.
- Edit date, payee, category, and amount inline.
- Use batch actions to apply the same category to many rows.
Use cases
- Bank exports: import monthly statements quickly.
- Cash tracking: add manual CSVs from spreadsheets.
- Cleanup: fix payees and categories in bulk.
Troubleshooting
- Dates rejected: pick the matching date format first.
- Rows keep reloading: fix invalid values before leaving the field.
- Duplicates flagged: review and keep only the one you want.