Import and export without getting trapped
Bring in bank exports through the CSV wizard, save templates for reuse, and export your data whenever you want it.
Import CSVs
Map columns once, preview before import, and keep your format ready for next time.
Export anytime
Download flat CSV or full JSON snapshots whenever you want a copy of your data.
What this helps you do
Import transactions from bank CSV exports.
Save column mappings for recurring import formats.
Export transaction CSVs and full JSON data snapshots anytime.
Bring your data in cleanly
The CSV import wizard helps you map bank exports once and reuse that work later when the same format comes back.
Import CSVs
Map columns once, preview before import, and keep your format ready for next time.
Export anytime
Download flat CSV or full JSON snapshots whenever you want a copy of your data.
Keep your workflow portable
Being able to import and export easily means your financial records are usable beyond a single tool or one fixed setup.
Review queue
Search, filter, and verify new activity without losing context.
Own your history
CSV and JSON exports make it easier to back up your data, analyze it elsewhere, or leave without friction if you choose.
Trigger
Description contains "coffee"
Account: everyday card
Assign category
Dining
Add note + tag
Morning routine
Related features
Transactions
Capture spending and income fast, then review everything in one clean timeline.
Learn moreRules
Automate repetitive transaction cleanup with criteria-based rules for categories, tags, and notes.
Learn moreBank Sync
Direct bank imports are on the way, with secure connections and a simpler path than repeated CSV exports.
Learn moreReady to take control?
Join Moni Budget today — it's free to get started.