Import a CSV from any bank or app

Any bank, card, or app that exports a CSV can come into BooksGPT. There is no special format.

Import it

1. Download the statement from your bank as CSV.
2. In BooksGPT, open All pages in the left sidebar, then under Setup click Import a CSV.
3. Pick the account under Bank or card account. This has to match the statement.
4. Drop the file in.

Imported transactions land in To review and get categorized like any other transaction.

What your file needs

• A date column. We accept Date, Transaction Date, Posting Date, Post Date, Posted Date, Posted, Trans Date, Date Posted, or Run Date.
• An amount. Either one Amount column (Amount, Value, Amt), or a pair of columns: Debit / Withdrawal / Money Out and Credit / Deposit / Money In.
• A description is optional but worth having. Description, Memo, Details, Payee, Merchant, or Notes all work.

Capitals, spaces, and underscores do not matter. "Posting Date", "posting_date", and "Posting-Date" are the same to us.

Formats we read

• Dates: 2026-01-31 or 01/31/2026. Day-first dates like 31/01/2026 will be read wrong.
• Amounts: 1,240.50, $1,240.50, -89.99, (89.99) and 89.99 DR all work.
• Signs on a bank account: deposits positive, withdrawals negative.
• Signs on a credit card: charges positive, payments negative.

Using separate Debit and Credit columns? We work the sign out from the account you picked, so you do not have to.

Why mine failed

• "CSV is missing required date/amount columns." Your header row is not the first row. Delete the bank's title and address rows above it and re-save.
• The whole import failed on a date. One unreadable date stops the file. Day-first dates and text dates like "5 Jan" are the usual cause. Re-save the date column as 2026-01-31.
• Rows counted as errors. Those rows had a date but an amount we could not read, so we refused to guess. A blank amount imports as nothing rather than as zero.
• Nothing was imported. Check you picked the right account and that the file actually has data rows under the header.
• Everything imported twice. Uploading the same file again creates a second copy; we only de-duplicate within one upload. Select the extra rows on Transactions and delete them.

The other importer

Import a CSV is for one bank or card statement.

If you are bringing a whole set of books across from QuickBooks or Wave, use Import wizard under Setup instead. It rebuilds your chart of accounts, balances, and open invoices.

Updated on: 03/08/2026