CSV Imports
Import your transactions from any bank.
Download a CSV from your bank and import it into FreeBudget in seconds. Free and works with any financial institution.
Your data, your way
Not ready to link your bank? CSV imports give you the same powerful budgeting experience.
Not everyone wants to link their bank account to an app, and that is completely fine. CSV imports give you a simple, free way to get your transaction data into FreeBudget without sharing any login credentials.
The process is straightforward: download your transaction history as a CSV from your bank's website, map your CSV export to the required columns, then upload it to FreeBudget. The app automatically imports your transactions and categorizes your transactions based on the description field.
CSV imports are completely free. Import from one bank or ten. Upload a month of transactions or a full year. Getting your data into a budgeting tool should never be the hard part.
Everything you need to import with confidence
Universal Format Support
Import CSV files from any bank, credit union, or financial institution. If your bank can export it, FreeBudget can import it.
Powerful Preview
See exactly how your transactions will look before importing. Review, verify, and confirm everything is correct before it hits your budget.
Simple Column Mapping
Map your CSV columns to the right fields yourself in just a few clicks. Works with any bank export format, no matter how the columns are labeled.
Completely Free
CSV imports are always free. Import from as many accounts as you have, no upgrade or subscription required.
Auto-Categorization
Imported transactions are automatically categorized based on merchant names, just like bank-synced transactions.
Great Bank Syncing Alternative
Prefer not to link your bank directly? CSV imports give you the same data without sharing your login credentials.
Frequently asked questions
How do I export a CSV from my bank?
Most banks let you download transaction history as a CSV file from their online banking portal. Look for an "Export" or "Download" button in your transaction history. If you are unsure, your bank's help center will have specific instructions.
What format does the CSV need to be in?
FreeBudget accepts standard CSV files with columns for date, amount, and description. You can also add an optional category field if you'd like to pre-assign categories. During import, you can map your columns to the correct fields, so it works with virtually any bank's export format.
Can I import from multiple banks?
Yes. You can import CSV files from as many banks and accounts as you have. Each import is associated with the account you select, so everything stays organized.
Can I use CSV imports alongside bank syncing?
Absolutely. Many users sync some accounts and import others via CSV. Both methods feed into the same budget, so all your finances stay in one place.
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