Import your first transactions

The CSV import wizard helps you bring in bank exports without manually retyping every transaction.

Prepare your file

Export a CSV file from your bank that includes at least a date, amount, and description column. Category and type columns are optional.

Map columns

During import, choose which CSV column matches each Moni Budget field. If your bank uses the same format repeatedly, save the mapping as an import template.

Review before finishing

Use the review step to catch date issues, reversed signs, missing descriptions, or category mistakes before the transactions become part of your account history.