Quick Import

This guide explains how Quick Import works in FinyxFin so you can import historical transactions, review mapped data, and bring existing financial records into the app faster.

๐ŸŽฌ Watch the Video Tutorial

Learn how to quickly import bank statement.

โ–ถ๏ธ Watch: Quick Import Transactions in FinyxFin

๐Ÿ“ฅ Overview

Quick Import lets you bulk-import transactions from a bank export file. Instead of entering each transaction manually, you can import months of history in seconds. FinyxFin automatically detects column layouts, parses dates and amounts, flags duplicates, and guides you through the entire process step by step.

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Multiple Formats

CSV, QIF, OFX, and QFX supported

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Duplicate Detection

Automatically finds and skips duplicates

๐Ÿ—‚๏ธ

Smart Column Mapping

Auto-detects your bank's column layout

๐Ÿ“…

Date Format Detection

Recognizes 15 date formats automatically

โ„น๏ธ Important

Imported transactions should always be reviewed before relying on them. FinyxFin is a personal finance organization tool and does not guarantee the accuracy of imported financial data.

โ„น๏ธ Transactions Only

Quick Import is for financial transactions (expenses, income). To import investment holdings, use the CSV Import feature inside the Investments module.

๐Ÿ“‚ Supported File Formats

Format Extension Common Source
CSV .csv Most banks, credit cards, spreadsheets
QIF .qif Quicken Interchange Format โ€” older bank exports
OFX .ofx Open Financial Exchange โ€” widely supported
QFX .qfx Quicken-flavored OFX

FinyxFin detects the format automatically from the file extension and content. CSV files require the most configuration (column mapping); QIF, OFX, and QFX have a fixed structure and import with minimal setup.

๐Ÿš€ How to Open Quick Import

  • From an Account Detail view โ€” the import automatically targets that account
  • From the Transactions screen โ€” tap the Import button in the toolbar
  • Mac keyboard shortcut: โŒฅโŒ˜I

โšก The Import Flow

1

Select Your File

The import screen opens to a drop zone. Tap Select File to browse, or drag and drop a file directly onto the zone (Mac). Supported formats are shown: CSV ยท QIF ยท OFX ยท QFX.

2

File Parsed โ€” Review the Summary

FinyxFin parses the file and shows a summary card with the filename, format, transaction count, date range, and totals for income and expenses. If duplicates are detected, the count is shown here.

3

Select Destination Account

Choose which account the imported transactions belong to. FinyxFin tries to auto-select the right account based on the filename and your import history.

4

Adjust Options (If Needed)

Expand the Options section to configure column mapping (CSV), date format, and duplicate handling. Most files work without any changes here.

5

Tap Import

Tap Import X Transactions. A progress indicator shows the import running. Don't close the app while it's in progress.

6

Done โ€” Assign Categories

The completion screen shows how many transactions were imported and how many were skipped as duplicates. Tap Open Category Mapping to assign categories in bulk, or tap Done to finish.

โš ๏ธ Review Imported Data

Bank export formats may vary. After importing transactions, you should review amounts, dates, and categories to ensure they are correct.

FinyxFin attempts to detect formats automatically, but incorrect mappings, date formats, or category assignments may occur depending on the source file.

We strongly recommend creating a restore point before importing large datasets.

โœ… Create a Restore Point First

Before a large import, create a manual restore point in Settings โ†’ Data Protection. This lets you restore to your pre-import state if needed.

๐Ÿ—‚๏ธ Column Mapping (CSV)

FinyxFin automatically detects which CSV column contains the date, description, and amount by scanning the header row for recognized keywords. You can review and adjust this in the Options โ†’ CSV column mapping section.

Auto-Detected Column Keywords

Field Recognized Header Names
Date date, trans date, transaction date, posted, posting date, value date
Description description, memo, payee, narrative, details, particulars, merchant, name, remarks
Debit debit, withdrawal, withdrawals, dr, expense, money out, spent, outflow
Credit credit, deposit, deposits, cr, income, money in, received, inflow
Amount amount, sum, value, transaction amount (used when separate debit/credit not found)
Category category, type, class, classification

Amount Mode

The Amount Style picker in Options controls how FinyxFin reads your amounts:

Mode When to Use
Auto Let FinyxFin detect the layout (recommended)
Amount (+/-) One column with positive and negative values โ€” negatives are expenses, positives are income
Debit & Credit Two separate columns โ€” debit column values become expenses, credit column values become income
๐Ÿ’ก Extra Columns Are Ignored

Any column in your CSV that isn't mapped to a FinyxFin field is safely ignored. You don't need to clean up your export file.

๐Ÿ“… Date Format Detection

FinyxFin scans the first rows of your file and automatically identifies the date format by trying 15 common formats and selecting the one that matches most rows. In most cases, no action is needed.

Supported Date Formats

Numeric Formats

  • yyyy-MM-dd
  • MM/dd/yyyy
  • dd/MM/yyyy
  • M/d/yyyy
  • d/M/yyyy
  • M/d/yy
  • d/M/yy
  • yyyy/MM/dd
  • dd-MM-yyyy
  • MM-dd-yyyy
  • dd.MM.yyyy
  • yyyyMMdd

Text Formats

  • MMM d, yyyy (e.g., Jan 5, 2025)
  • MMMM d, yyyy (e.g., January 5, 2025)
  • d MMM yyyy (e.g., 5 Jan 2025)

If auto-detection picks the wrong format, expand Options โ†’ Date format and select the correct one from the dropdown. Each option shows a formatted example date so you can confirm visually.

๐Ÿ” Duplicate Detection

FinyxFin automatically scans your existing transactions and flags any rows in the import file that appear to be duplicates. A duplicate is detected when an existing transaction matches on all four of these criteria:

  • Amount โ€” Within $0.01 of the existing transaction
  • Type โ€” Same transaction type (income or expense)
  • Date โ€” Within ยฑ2 days of the existing transaction
  • Description โ€” More than 50% word similarity

Duplicate Handling Options

Expand Options โ†’ Duplicates to choose what to do with detected duplicates:

Option Behavior
Skip (default) Detected duplicates are not imported. The count of skipped duplicates is shown on the completion screen.
Import Anyway All rows are imported including detected duplicates. Use this if you're sure the flagged transactions are not duplicates.
โ„น๏ธ Duplicate Check Is Per Account

Duplicate detection compares against existing transactions in the selected destination account. Changing the account selection recalculates the duplicate count.

๐Ÿ’ฐ Amount & Transaction Type Parsing

Amount Parsing

FinyxFin handles a wide range of amount formats:

  • Currency symbols stripped: $, โ‚ฌ, ยฃ, ยฅ, โ‚น, โ‚ฝ, เธฟ
  • Parentheses treated as negative: (123.45) โ†’ -123.45
  • Trailing minus signs handled: 123.45- โ†’ -123.45
  • European decimal format handled: 1.234,56 โ†’ 1234.56
  • Thousands separators removed: 1,234.56 โ†’ 1234.56

Transaction Type Assignment

Mode Rule
Single Amount column Negative โ†’ Expense. Positive โ†’ Income.
Debit / Credit columns Debit column value โ†’ Expense. Credit column value โ†’ Income.

Transaction Status

Status is assigned automatically based on the transaction date:

  • Date is today or in the past โ†’ Cleared
  • Date is in the future โ†’ Pending

โœ… After Importing

Completion Screen

When the import finishes, you'll see:

  • Imported count โ€” Total transactions added
  • Duplicates skipped โ€” Rows that were not imported
  • Categories needed โ€” How many transactions need a category assigned

Categories

All imported transactions are initially assigned the category Other. If your CSV included a category column, FinyxFin attempts to match those values to its categories automatically โ€” but anything it can't match also falls back to Other.

To assign categories in bulk, tap Open Category Mapping on the completion screen. This opens a mapping tool where you can assign a category to all transactions sharing the same description at once โ€” much faster than editing one by one.

What Updates Immediately

  • Account balance
  • Budget progress (if categories are assigned)
  • Net Worth and Analytics
  • Home screen widgets
๐Ÿ’ก Editing Imported Transactions

Imported transactions are regular transactions โ€” you can edit, recategorize, link to bills or loans, or delete them exactly like any manually entered transaction.

๐Ÿฆ Smart Account Selection

FinyxFin tries to pre-select the right account for your import file using these signals, in order:

  1. The account you launched import from (if opened from an Account Detail view)
  2. Your account name found in the filename (e.g., a file named "Chase_Jan.csv" suggests a Chase account)
  3. Recognized bank name in the filename โ€” Chase, Bank of America, Wells Fargo, Citi, Capital One, Amex, Discover, USAA, PNC, Ally, Schwab, Fidelity, Vanguard
  4. The account used in your most recent import
  5. The first available account (fallback)

You can always change the selected account before importing.

โ“ Frequently Asked Questions

Q: What file formats are supported?
CSV (.csv), QIF (.qif), OFX (.ofx), and QFX (.qfx). CSV is the most common format from banks and credit card providers. QIF, OFX, and QFX have a fixed structure and require no column mapping.
Q: Does Quick Import detect duplicate transactions?
Yes. FinyxFin compares each row in your import file against existing transactions in the destination account. A duplicate is flagged when the amount, type, date (within ยฑ2 days), and description (50%+ similarity) all match. Duplicates are skipped by default โ€” you can change this to "Import Anyway" in Options if needed.
Q: My bank has separate Debit and Credit columns โ€” will that work?
Yes. FinyxFin auto-detects this layout. Values in the Debit column become Expense transactions; values in the Credit column become Income transactions. You can also manually select "Debit & Credit" mode in Options โ†’ Amount Style to be explicit.
Q: The dates are being parsed incorrectly. What do I do?
Expand Options โ†’ Date format and select the correct format from the dropdown. Each format shows an example date to help you identify the right one. FinyxFin will re-parse the entire file when you change the format.
Q: Can I undo an import?
There's no single "undo import" button. If you need to reverse an import, restore a backup from before the import (Settings โ†’ Data Protection โ†’ Restore Points). For smaller corrections, you can also manually delete individual transactions from the Transactions screen.
Q: Why are all my imported transactions showing "Other" as the category?
All imported transactions default to "Other" unless your CSV included a recognized category column. Use the Category Mapping tool (tap "Open Category Mapping" on the completion screen, or go to Settings โ†’ Data Management) to assign categories in bulk by description.
Q: Can I import from multiple banks in one session?
Run Quick Import once per file. To import from multiple banks, repeat the process for each file, selecting the appropriate account each time.
Q: Does Quick Import work for investment transactions?
No โ€” Quick Import handles regular financial transactions (expenses, income). To import investment holdings and buy/sell records, use the CSV Import feature inside the Investments module.
Q: My CSV has extra columns I don't need. Do I need to remove them?
No. Any CSV column that isn't mapped to a FinyxFin field is safely ignored. You don't need to edit your export file before importing.

๐Ÿ’ฌ Need Help?

๐Ÿ“ง Contact Support

Email us at: support@finyxfin.app

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