CSV Import
Financer supports importing transactions from CSV files exported by your bank. The import process uses a step-by-step wizard to map your bank's CSV format to Financer's data model.
Import Process
Step 1: Upload CSV File
Upload the CSV file exported from your bank. Financer auto-detects the separator character (comma, semicolon, tab, etc.).
Step 2: Column Mapping
Map CSV columns to Financer transaction fields:
| Transaction Field | Description |
|---|---|
| Name | Transaction title/reference |
| Amount | Transaction amount |
| Value Date | Date of the transaction |
| Description | Additional details |
| Type | Income or Expense |
You can also specify formats for date and amount fields to handle different regional formats (e.g., DD.MM.YYYY vs. MM/DD/YYYY).
Step 3: Value Mapping
Map specific values found in the CSV to Financer entities:
- Map account identifiers to Financer Accounts
- Map category names to Financer Categories
- Map counterparty names to Financer Counterparties
This step ensures that imported transactions are correctly associated with the right entities in your household.
Step 4: Review and Import
Review the mapping configuration and start the import. The import runs as a background job using a queue system, so you can continue using Financer while it processes.
Import Status
Each import job tracks its progress through these states:
| Status | Description |
|---|---|
| Draft | Import is being configured (column/value mapping in progress) |
| Pending | Configuration complete, waiting to be processed |
| Processing | Import is actively creating transactions |
| Completed | All transactions have been imported successfully |
| Failed | An error occurred during processing |
Import Properties
| Property | Description |
|---|---|
| Name | A descriptive name for this import job |
| File | The uploaded CSV file |
| Separator | CSV delimiter character (auto-detected, defaults to ,) |
| Total Rows | Number of rows in the CSV |
| Processed Rows | Number of rows processed so far |
| Error Message | Error details if the import failed |
Tips
- Consistent exports: Use the same CSV export format from your bank each time so you can reuse column mappings.
- Review before importing: Check the column and value mappings carefully before starting the import.
- Technical identifiers: Set the "Technical Identifier" on your accounts (e.g., IBAN) to make account mapping during import easier.