The CSV file may contain the following columns:

• Date

  • Required.

  • Any date format is supported. Fineyo will try to detect the format automatically, but you can manually specify the format during import if needed.

• Amount

  • Required.

  • Only comma or dot can be used as the decimal separator. Thousand separators are not supported.

  • Positive value → transaction is treated as income

  • Negative value → transaction is treated as expense

• Main currency

  • Optional.

  • Currency code for the main account currency. If not provided, app currency will be used.

• Currency

  • Optional.

  • If provided, this will be treated as the transaction currency. The amount will be converted to the main currency. If the same as the main currency, it has no effect.

• Exchange rate

  • Optional.

  • Used when converting from Currency to Main currency. • Ignored if Currency is not provided or equals Main currency

  • If not provided, Fineyo will try to use exchange rates from the app settings

  • If no rate is found, it will fall back to 1

• Category

  • Optional. Fineyo will create a new category if it does not exist. The category type (income or expense) is determined automatically based on the Amount value.

  • If not provided, the Fallback category configuration will be used.

• Account

  • Optional.

  • A new account will be created automatically if it does not exist.

• Payee

  • Optional.

  • A new payee will be created automatically if it does not exist.

• Tags

  • Optional.

  • Comma-separated list of tag names. New tags will be created automatically if needed.

• Note

  • Optional.

  • Transaction note.

• Repeats

  • Optional.

  • Supported values: daily, weekly, monthly, annual.

  • If provided, the transaction will be created as a recurring transaction.