CSV Import Templates
Accounts template
Creates accounts in bulk — name, institution, type, balance, contributions and rates. This is the one to start with, and the only one you need if you're setting up from scratch.
Download accounts templateBalance history template
Backfills historical balances for accounts that already exist, so your charts show years of history instead of starting from today. Export your accounts from the app first — every row needs an account ID that only an export can give you.
Download balances templateDon't want to fill in a spreadsheet? The net worth calculator builds an accounts file for you from a handful of fields.
How to import
Fill in the template
Open it in Excel, Numbers or Google Sheets. Keep the header row
exactly as it is, add one row per account, and save as CSV. The
# comment lines at the top are ignored on import — you
can leave them.
Get the file onto your device
iCloud Drive, AirDrop, or email it to yourself — anywhere the Files app can reach.
Settings → Import Data (CSV)
Choose Accounts or Balances at the top, tap Import, and select your file.
Review before confirming
Imported accounts wait under Pending Imports so you can assign owners and check the details. Nothing joins your net worth until you say so.
Keep going
Become A Financial Maximizer
Start tracking your net worth today. See where you stand and where you're headed.
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