Which fields does the import need?

Each row needs a date, description, and amount. Some exports use separate debit and credit columns, which you can map during setup.

Will Nethaven prevent every duplicate?

No. Choose the account and date range carefully, inspect the preview, and review the result after import.

Help center

Import transactions from CSV

Upload a transaction CSV, map its columns, review the preview, and import clean rows into one account.

Use CSV import for history from a bank, spreadsheet, or another budgeting app. Choose the target account, upload the file, map its date, description, and amount columns, then check the preview.Do not import a period that already arrived through bank sync unless you are prepared to remove duplicates. Review transfers and categories after import.

Step-by-step guide

Desktop web walkthrough

Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.

The Nethaven web CSV import page for choosing an account and uploading transaction history.

Start an import

Open Transactions, select Import transaction history, and choose the destination account.

Open in web app

Check mapped rows

Map the columns and check the preview for headers, missing dates, and reversed expense signs before saving.

Common questions

Related resources

Review and categorize transactions Create a budget