Import accounts from CSV

Template	Use
Accounts	Create accounts in bulk
Balance history	Add past balances to existing accounts

Templates are also in the app’s Import Data (CSV) screen.

Caution

Balance history rows need account IDs. Get them by exporting your accounts first: Settings → Import/Export Data → Export Data (CSV).

Importing

1. Fill in the template. Keep the header row; # lines are ignored. Save as CSV.
2. Put the file somewhere Files can reach (iCloud Drive, AirDrop, email).
3. Settings → Import/Export Data → Import Data (CSV) → Accounts or Balances → Import.
4. Assign owners to the accounts under Import Pending. They aren’t counted until you do.

Tip

The Net Worth Calculator can build an accounts file for you.