Importing transactions
into mycashflow

You can import bank account or credit card transactions to mycashflow in bulk by uploading a CSV file.

These CSV files can be obtained from most bank’s via your internet banking login by select the accounts and date range for transaction data. Once you have that, simply click on Tools in the top right hand corner of the mycashflow tab, followed by Upload CSV.

You may have the bank transaction data in CSV format from software. If so, simply ensure the format is matching our example.: (Please ensure that column headers match the provided template even if there is no data in the column)

You might also be interested in How to add transactions manually to mycashflow.