Importing transactions from your bank

Import transactions from a CSV, XLSX or PDF statement of your bank. Supports mBank, PKO BP, Erste Bank, Alior Bank, Revolut, Wise, and any other bank via the universal column mapper.

Supported banks

mBank — CSV export
PKO BP — CSV export
Erste Bank — PDF statement
Alior Bank — PDF statement
Revolut — CSV export
Wise — CSV export (multi-currency, FX conversions detected automatically)
Other — any bank, via the universal column mapper (CSV)
Spreadsheets — XLSX statements work too; the app reads the first sheet

More banks are added over time. If yours isn’t listed yet, use Other and map the columns yourself.

How to import

Go to Settings → Import transactions
Pick your bank from the list (or Other (custom CSV) if it isn’t listed)
Select the file you exported from your bank
The app shows a preview — each row is marked as an expense, income, or currency exchange
Uncheck any rows you don’t want, then tap Import

The app skips rows that already exist in your account by matching on date, amount, and currency — importing the same file twice won’t create duplicates. Matched rows are unchecked by default; re-check one if it’s genuinely a separate transaction.

Where to find your bank’s export

mBank: Web banking → Historia operacji → Eksport → CSV
PKO BP: iPKO → Historia operacji → Eksportuj → CSV
Erste Bank: bankowość internetowa → Wyciągi → pobierz wyciąg (PDF)
Alior Bank: Alior Online → Wyciągi → pobierz wyciąg (PDF)
Revolut: Revolut app → Statements → choose date range → CSV → Download
Wise: wise.com → Transactions → Statements and Reports → choose date range → CSV → choose currency/balance → Download

Wise tip: Wise generates one CSV per currency balance. Import each currency separately. Up to 469 days per export.

Wise — currency conversions and fees

When you convert currencies inside Wise (e.g. 100 USD → EUR), Wise creates two rows. The app detects these pairs automatically and creates a single Currency Exchange record (visible under Wallet → Exchanges) instead of two unrelated transactions.

Wise also reports fees in a separate Total fees column — the app folds the fee into the expense amount so the total matches what actually left your balance.

What’s imported

Each row becomes an Expense, an Income, or a Currency Exchange. Categories are suggested automatically for popular merchants — you can change them later. Every imported row is tagged with its source bank and a unique ID so re-importing the same file is always safe.

Tidier merchant names. Well-known store chains are recognised automatically, so a statement line like BIEDRONKA 1234 WARSZAWA is saved simply as Biedronka. This keeps one shop as a single merchant in your analytics instead of dozens of separate store entries.

“Other” — universal CSV mapper

If your bank isn’t in the list, pick Other (custom CSV). The app shows a preview of your file and asks you to point at which column holds the date, amount, and description. Save this mapping with a name and the next CSV with the same column layout is imported automatically.

When nothing recognises your statement

If none of the banks above fit and the file isn’t a simple column layout the app can guess on its own, it can ask an AI model to work out the columns for you — which one is the date, which is the amount, and so on.

Before anything is sent, you’re asked once. The first time this happens for an account, you’ll see a screen explaining what leaves your device: for a CSV or spreadsheet, only the header row plus up to 10 sample rows — never the whole file. For a PDF statement, it’s the first 20 lines of extracted text. You decide once per account; after that, the app remembers your choice.

Accept, and the file is re-read with the columns the model worked out.
Decline, and you go straight to the manual mapper described above. Declining happens before anything is analysed, so there’s nothing to pre-fill yet — you map the columns the same way as for any other unsupported bank.

The result is shown, not assumed. When the AI matching succeeds, the preview shows a row of chips above your transactions — something like Date → Data operacji, Amount → Kwota — along with its guess at which bank this is. This is a best guess, not a certainty: tap the row any time to open the mapper and correct a column it got wrong.

A few things are flagged for you to check, not silently assumed: - If the file has no currency column at all, every row is read in your own account currency, and a notice tells you so — tap it to change the currency before importing, and the change applies to the whole file. - Reading numbers out of a PDF is harder to double-check than a CSV, so the app tries to confirm that what it found adds up to the statement’s closing balance. When it can’t confirm that, you’ll see a notice asking you to review the list. This isn’t an error — it’s simply the normal case whenever a statement doesn’t print a running balance to check against, or when the check doesn’t line up.

PDF statements need a Pro plan. Reading a PDF with AI takes more processing than a CSV, so it’s a Pro feature — a free account sees an upgrade screen there instead of a failure message.

Banks already listed above (mBank, PKO BP, Erste, Alior, Revolut, Wise) are unaffected by any of this — they import exactly as described earlier on this page.

Past imports & Undo

The Past imports section at the bottom of Settings → Import transactions shows the last 20 imports — source, date, and row count.

To undo a recent import, tap the undo arrow (↩) on the right. All transactions from that import are removed and the dedup lock is cleared so you can re-import the same file cleanly.

Undo is available within 30 days of the original import.
Imports older than 30 days don’t show the undo button.

Don’t see your bank?

At the bottom of Settings → Import transactions there’s a “Don’t see your bank?” card. Tap it, enter the bank name, and attach an example statement. Your request goes straight to our team.

Encoding

For CSV files the app auto-detects UTF-8 and Windows-1250 (common for Polish bank exports). PDF statements are read directly — no encoding choice needed.

Moving from another app?

Under Settings → Import transactions there’s a separate “Moving from another app?” card with Monefy, Wallet by BudgetBakers and Money Manager / 1Money.

Export your history from the old app, pick the matching row here, and your transactions come across — together with your categories. A category you had there that doesn’t exist here yet is created for you, so your history arrives organised rather than as one undifferentiated pile.

Transfers between your own accounts in the old app are skipped: they aren’t spending, and importing them would double-count.

Your app isn’t on the list? Use Auto-detect at the top — unknown export formats are analysed automatically and usually import fine anyway.