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CSV Imports
Can I import my bank transactions from a spreadsheet/CSV file?
Can I import my bank transactions from a spreadsheet/CSV file?
Updated over a week ago

With Hurdlr, you can link your banks and credit cards to automatically track your finances, however, there may be situations where you’re not able to automatically import transactions that you need, such as:

  • Your bank or credit card isn’t supported and can’t be linked in Hurdlr

  • You’d like to pull in transactions dating further back than your bank shares with third parties

  • You don’t want to link your bank/credit card and prefer to track transactions manually

In these cases, Hurdlr Premium/Pro allows you to upload a CSV file (spreadsheet) of your bank statement, credit card statement, or even transactions from an app that you used before Hurdlr.

Preparing Your CSV for Import

To use this feature, you’ll first need to download the file from your bank or other app. If you have an option to choose the format, choose CSV. If you don't see that option, select any spreadsheet option available and resave it as a CSV file.

For best results, we recommend using one of the following date formats for the date field when uploading a CSV file into your Hurdlr account:

MM/DD/YYYY (ex: 01/02/2024 is January 2nd, 2024)

OR

MM/DD/YY (ex. 01/02/24 is January 2nd, 2024)

Linking Your CSV Imported Transactions to a Bank Account

If you would like to tag the transactions in your file to a specific bank account or credit card, ensure that you have added that account as a Manually Tracked Account in Hurdlr. The next section will go over how to use that account during the CSV Import process.

To Import your CSV File into Hurdlr

  1. Log into the web app on your computer at web.hurdlr.com/login.

  2. Click the gear icon on the top right

  3. Select ‘Import Income’ or ‘Import Expenses’

  4. On the Import screen, use the drop-down to select if you want to import ‘Both Expenses and Income’, ‘Expense Only’, or ‘Income Only’ from your file

  5. If you added a manual bank account/credit card, select the one to which you’d like to tag these transactions

  6. Select ‘Add File’

  7. Choose the CSV file from your computer

  8. Click ‘Next’ in the top right corner

  9. Assign the columns from your spreadsheet by clicking the drop-down next to each field and selecting the corresponding header for the column with that data

If your income and expenses are listed in separate columns, you can select the ‘2 columns’ option.. For example, if your spreadsheet has one column for positive amounts (i.e., deposits/income) and one column for negative amounts (i.e., withdrawals/expenses), you’d want to select the ‘2 columns’ option and select the correct column heading for the Amount (Out) (i.e., expenses) and Amount (In) (i.e., income). If your bank shows positive and negative numbers in the same column, you should not select the ‘2 columns’ option.

10. Click ‘Next’ in top right corner

11. The overview page will list all of your transactions from the file; you can deselect the checkbox next to any transaction that you do not want imported. You can also reverse the amounts if you mapped the amount column incorrectly.

12. Click ‘Done’

13. You’ll get a pop-up notifying you that the import is complete, click ‘OK’

Once you complete the import of the CSV File, you can then navigate to the Income/Expenses Dashboard (Premium) or Transactions Dashboard (Pro) and start tagging these imported transactions as either Business or Personal.

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