CSV Bank Statement Import
Import any bank's CSV with flexible column mapping and reusable presets. Set it up once per bank, then it's two taps from there.
Why CSV is the universal escape hatch
Not every bank has an API. CSV is the universal escape hatch — and Budgie supports it without forcing you into a specific column order. Map “Date”, “Amount”, “Description” to whichever columns your bank uses, save the preset, and never touch the mapping again.
Smart presets remember your column choices, date format, decimal separator, and account assignment per source. Re-imports detect duplicates so you can re-pull the same statement safely.
What you get
Map columns flexibly: Date, Amount, Description, Counterparty — your bank's order, not ours
Save a per-bank preset and never re-map again
Decimal separator and date format options handle US, EU, and ISO variants
Re-import detects duplicates by externalId — safe to re-pull the same statement
Preview every row before write so you can spot mis-mappings instantly
How it works
Tap Import → CSV. Pick the file. Map columns. Save the mapping as a preset. The importer parses, dedupes against existing rows by externalId, and shows a preview before write.
Frequently Asked Questions
Will it work with my bank?
What happens if I import the same file twice?
Does CSV import preserve the original transaction date?
Can I edit transactions after CSV import?
Related Features
Read More on the Blog
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