Review before save
Importing is treated as a guided workflow, so you can inspect columns, rows, matches, and projected changes.
CSV Import
Import bank CSV files without surrendering control.
Choose an account, map the columns, preview the rows, compare matches, and save only after you understand what will change.
Auto-detection where it helps. Review before save where it matters.
DatePosted Date
MerchantDescription
AmountDebit/Credit
AccountSelected
ColumnsMapped
MatchesReviewed
RowsPreviewed
SaveConfirmed
How It Works
Step through the flow.
Fast enough for daily use. Detailed enough for real records. Private enough to respect your financial life.
Open Accounts, then Menu
CSV Import starts from the Accounts tab. Tap Menu, then Import.
Choose the destination account
Pick which account the imported transactions should belong to before loading the file.
Choose the CSV file
Select a CSV, tab-separated, or plain-text export from your bank or card provider.
Review column mapping
UltiBudget auto-predicts date, merchant, memo, category, and amount fields, but you can adjust the mapping before continuing.
Preview and compare
Check sample rows, then review matched transactions, rows found only in the CSV, and records found only in the app.
Save when ready
The final summary shows what will be created, merged, and left alone. Tap Save to Account only after the import looks right.
Why It Matters
Built for practical budgeting.
Account-specific importsHeader row detectionAuto-predicted columnsSample row previewDuplicate matchingMismatch reviewMerge controlsProjected save summary
Protect existing records
Matched rows can preserve existing transaction details instead of blindly overwriting your budget history.
Know what will change
The final summary shows created, matched, merged, and projected transaction counts before you save.
Suggested Readings
Keep exploring UltiBudget.
Read more...
Budgeting App
Plan monthly spending, scan categories, drill into transactions, and carry useful budgets forward.
Read more...Receipt Scanner
Scan receipts, review suggested transaction details, and keep proof attached to your records.
Read more...Offline Budgeting
Use local-first workspaces every day, then choose optional iCloud sync when it makes sense.