Import Transactions via CSV or XLS | Feature Requests

Import Transactions via CSV or XLS

Arian

Would be nice to import transactions from other institutions besides Apple Card. My credit union is not on plaid and being able to import a csv of transactions would be a nice workaround.

October 3, 2020

Matthew Goldman

One more vote here to be able to import CSVs for unsupported banks

MI MI

Requested in 2020 and still no key feature? Why does it take so long …

Sabba

Has anyone tried selecting Apple Card, then updating with CSV from their own banks as a way to workaround not having CSV? I may give this a go…

Sabba

In case it’s helpful, this works for me as a workaround until this feature is developed. If you select Apple Card, then Import Transactions, you can use that to import any CSV (as long as the formatting is exactly like the Apple Card one) and it’ll keep track as expected.

Mark

How in the world that this requested feature is not number one on the list is beyond me, I will give it a couple months to see if this happens and then cancel and move to another solution

Stephen

If Copilot could expose creating manual transactions through shortcuts, it’d be possible for users to parse transactions from lots of other sources, rather than having to wait for them to develop imports for each source

Jeremy Shockley

Without this it's a deal breaker for me. I have a closed account that has thousands of transactions I need. Inputting manually is untenable. I will cancel my trial soon if this is not possible.

Sam

agreed!! Is this still not possible??

Amit Rajendra

Using banks overseas that don’t have integration support. CSV import is a must! Please support.

Ronak

Capital one venture X only brings in data from the past 3 months, compared to other accounts I added. It would be nice to manually import. Mint import is long overdue.

Sam

Ronak: plz!!

Rei

The Monarch app stands out for its impressive feature that allows users to seamlessly import .csv files from Mint. Copilot could become the ideal app by incorporating this convenient capability.

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