CSV Import

Have your transaction history at a bank? You can import it into Finansify with a single file! Export your bank statement as a CSV and upload it — Finansify will automatically read the transactions, check for duplicates, and add them to your wallet.

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Supported banks

Finansify supports statement imports from the following banks:

Bank	Format	Notes
MBank	CSV	Export from MBank account history
PKO BP	CSV	Export from iPKO
Santander	CSV	Export from online banking
Nest Bank	CSV	Export from the transaction portal

Each bank has a slightly different CSV file format — Finansify automatically recognizes the format based on the wallet you're importing into.

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How to export a bank statement?

MBank

1. Log in to MBank (transaction portal)
2. Go to account History
3. Set the date range
4. Click Export -> select CSV format
5. Download the file

PKO BP (iPKO)

1. Log in to iPKO
2. Go to Transaction history
3. Set the date range
4. Click Export -> select CSV
5. Download the file

Santander

1. Log in to Santander online banking
2. Go to Transaction history
3. Set the date range
4. Click Download -> select CSV format
5. Download the file

Nest Bank

1. Log in to the transaction portal
2. Go to Transaction history
3. Set the date range
4. Export as CSV
5. Download the file

The location of the export option may vary depending on the version of the banking portal. Look for "Export", "Download", or "Save as CSV" options in the account history section.

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Importing a file

Step 1: Select a wallet

On the import page (Transactions -> Import), select the wallet you want to import transactions into. The list shows only bank wallets that have an assigned bank supporting CSV import.

Don't see your wallet? Make sure that:

• The wallet has the type Bank
• The wallet has an assigned bank from the supported list (MBank, PKO BP, Santander, Nest)

Step 2: Upload the file

After selecting a wallet, an upload zone appears — drag a CSV file or click to browse. You can upload multiple files at once.

CSV import page

Step 3: Processing

After uploading a file, Finansify processes it in the background. You'll see a progress bar with phases:

1. Downloading — reading the file
2. Parsing — recognizing columns and data
3. Validation — checking data correctness
4. Duplicate checking — comparing with existing transactions
5. Creating — adding new transactions to the wallet

[VIDEO: Screencast (~20s) — file upload -> progress bar animation going through phases -> result with summary]

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Import results

After processing, you'll see an import summary:

Statuses

Status	Meaning
Completed	All transactions imported successfully
Completed with warnings	Most imported, but some had issues
Error	Processing failed
Skipped	The file contained no new transactions (all duplicates)

Statistics

For each import, you can see:

• Total — how many rows were in the file
• Success — how many transactions were imported
• Skipped — how many rows were duplicates
• Errors — how many rows had issues (with error descriptions)

Import history

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Duplicate detection

Finansify automatically detects duplicates — transactions that already exist in your wallet. It compares the date, amount, and description of each transaction. Duplicates are skipped during import, so you don't need to worry about double entries.

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Imported transactions

Transactions created by an import have the status "Awaiting verification". This means you should review them — check the category, name, and accuracy. On the transactions list, you can filter them by import to quickly find them.

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Import history

Below the upload zone, you'll see a list of all imports from your history:

• File name and import date
• File size
• Status (with a progress bar for ongoing imports)
• Statistics (success / skipped / errors)
• View transactions button — opens the transaction list filtered to that import
• Delete button — deletes the import and all transactions created from it

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Deleting an import

If an import contained incorrect data, you can delete it:

1. Click Delete next to the import
2. Confirm in the dialog

Deleting an import removes all transactions created from it. It does not affect manually added transactions.

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Tip when creating a wallet

When you create a new wallet with a bank that supports CSV import, a hint will appear below the form — informing you that you can import statements. This is a quick way to populate your transaction history right after adding a wallet.

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Common issues

Problem	Solution
I don't see my wallet in the list	Check that the wallet has the type "Bank" and an assigned supported bank
The file isn't processing	Make sure it's a CSV file in that bank's format (not XLS/PDF)
Everything marked as "skipped"	The transactions were already imported previously (duplicates)
Many errors	The file format may be incompatible — check that you selected the correct bank

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See also:

• Wallets — creating a bank wallet with import
• Transactions — browsing imported transactions