Importing Transactions via CSV

Bulk import transactions from your bank statement or our CSV template.

1. 1

   Navigate to the Transactions page

   From the sidebar, click Transactions to see your transaction history. You can import transactions in bulk using either a bank statement CSV or the Altitude template.

2. 2

   Click "Import CSV"

   Click the Import CSV button near the top of the Transactions page to open the import panel.

3. 3

   Upload your file

   Upload a CSV file — either a bank statement downloaded from your card issuer or the Altitude template. Altitude auto-detects the format for Amex, Chase, and Capital Onestatements and shows a format badge (e.g., "Chase detected") for confirmation. For other formats, use the Altitude template which you can download from the import page.

4. 4

   Select the card (bank statements)

   When importing a bank statement, select which card the transactions belong to. This step is skipped for the Altitude template since each row already specifies the card name. Categories are auto-assigned based on merchant names — you can review and correct them before importing.

5. 5

   Review the preview

   Altitude shows a preview of all parsed transactions with categories, amounts, and transaction types (charge, refund, or payment). Payments are automatically detected and excluded from spend totals. Check the category assignments and correct any that look wrong before importing.

6. 6

   Confirm the import

   Click Confirm Import to save all valid transactions. Rows with errors are skipped — you can fix them and run a follow-up import without duplicating already-imported transactions.