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CSV import

The CSV file format that the transaction importer accepts, the column mapping, and how imported rows reach a planning model.

The CSV import connector uses transactions that you import from a CSV file. After the import, the rows are normal transactions. A category source rolls them up by category and month, with the rest of the team's transactions.

Use it when Eigenn cannot connect to your bank, or when you need history from before your bank feed starts.

1. Prepare the file

RuleValue
File typeOne .csv file
Size5 MB or less
HeaderA header row with more than one column
RowsAt least two data rows
Required columnsDate, description, and amount
Optional columnBalance

Use these formats in each row:

  • Amount: a number, such as -42.50. Thousands separators work in both styles, such as 1,234.56 or 1.234,56. Do not use currency symbols or parentheses for negative amounts. Eigenn skips a row with a blank amount or an amount that it cannot read.
  • Sign: money in is positive, and money out is negative.
  • Date: use yyyy-MM-dd. The importer also reads formats such as dd/MM/yyyy, MM/dd/yyyy, dd.MM.yyyy, and dd MMM yyyy. A date such as 03/04/2026 can mean two days, so yyyy-MM-dd is safer.
Date,Description,Amount
2026-08-01,Customer payment,1200.00
2026-08-03,Office rent,-850.00
2026-08-05,Software subscription,-49.00

2. Import the file

  1. Go to Transactions.
  2. Click More transaction actions → Add transactions → Import & backfill.
  3. Drop the file in the Select file dialog, or click to browse.
  4. On Confirm import, check the column for each field: Amount, Balance, Date, and Description. Eigenn suggests a mapping. Point to the info icon to see the first value.
  5. Under Account, select an account. To make a new manual account, type a name. Then select the Create "<name>" option.
  6. If the account has no currency, select a Currency.
  7. If the file shows spend as positive numbers, open Settings and turn on Inverted amount. Credit card exports often need this.
  8. Click Confirm import.

You can also import into one account. Go to Settings → Bank connections and expand the connection. Open the account menu and select Import.

3. Create the CSV import source

  1. Go to Scenario planning → Data → click New.
  2. Click the Spreadsheets tab, then select the CSV import card.
  3. Set Source label, Months of history (1 to 60), and Include the current period.
  4. Click Create data source.

This source does not read only the CSV rows. It rolls up all of the team's transactions, the same as a Bank transactions source. The Data page shows it under the Bank transactions heading.

4. Categories of imported rows

The import gives each row with a positive amount the income category. Eigenn can then add a category to other rows in the background. The rollup counts a row with no category under Uncategorized. Check the categories on the Transactions page before you rely on the actuals.

5. Limits

  • The success message does not mean that every row imported. Compare the row count and the totals with the file.
  • Eigenn skips a row that matches an earlier import. A match has the same account, date, amount, description, and currency.
  • CSV rows and bank feed rows do not match each other. Do not import a date range that a connected bank also covers.
  • The Balance column sets the account balance from the first data row only.

Related

  • Data integrations
  • Bank transactions
  • Transaction categories
  • Connect a source
  • Connect transaction records

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On this page

1. Prepare the file2. Import the file3. Create the CSV import source4. Categories of imported rows5. LimitsRelated

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