Import a CSV file

Importing your transactions via a CSV file is the fastest way to get started with Piastro or to update your data without automatic bank sync.

Import process

The process takes 4 simple steps.

1. Choose the file and the account

   • Select the CSV file to import from your computer.
   • Choose the account where the transactions should be added.

2. Map the columns

   From the preview, map your CSV columns to the fields Piastro expects (date, amount, description…).

   

   CSV column mapping

   This step helps you confirm the data is interpreted correctly before importing.

3. Review and adjust transactions

   Before the final import, you can:

   • Flip the sign of amounts if needed.
   • Exclude some transactions.
   • Confirm or edit the assigned category.

   To learn more about auto-categorization, see: Auto-categorization.

   

   Reviewing CSV transactions

4. Import and analyze

   Once everything looks good:

   • Start the import.
   • Find your data instantly in Piastro.
   • Start analyzing your spending and budget.

Check before importing

• Make sure the date, amount, and description are detected correctly.
• Confirm that amounts look consistent.
• Save an import template name if you often reuse the same format.

Common issues

The CSV won’t import

• Make sure the file is a .csv (not .xlsx or .pdf).
• Try opening it in Excel/Numbers to validate its contents.

Some transactions are missing

• Check the date range selected during export.
• Make sure no filters were enabled on your bank side.