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Import transactions from CSV
How to bring transaction history into Nethaven from a CSV file, map columns, preview rows, and avoid duplicates.
Use CSV import when you are moving historical transactions from another app, a bank export, or a spreadsheet. Choose the account, upload the file, then map columns such as date, description, amount, type, and category before importing.
Always review the preview before confirming. Look for reversed income and expense signs, missing dates, duplicated headers, or bank exports that split debits and credits into separate columns. A clean preview prevents cleanup later.
After import, review categories and transfers before judging reports. Historical data is useful only when transfers, fees, interest, refunds, and subscription payments are classified consistently with the rest of your workspace.