CSV Import Guide

Follow this template to import your transactions into MoneyTool. Each row represents one transaction with its details properly formatted.

Column Description Example
amount Numeric value without currency symbols 125.50, 1500.00
date Date in YYYY-MM-DD format 2024-01-15
category Category name as text Groceries, Transport
type Transaction type income, expense
notes Optional text description Weekly shopping
account Name of the account as text Cash, Bank
tags Optional semicolon-separated tags food;household