Importing Transactions

Cadence supports CSV files exported from banks, credit cards, and other budgeting apps. Most common CSV formats are recognized automatically.

1. Tap the Import button.
2. Upload your CSV file.
3. Map the columns in your file to the required fields: date, transaction name, and amount.
4. Preview the imported transactions and review for accuracy.
5. Confirm to add the transactions to Cadence.

Cadence auto-detects common column formats from major banks and apps. If your file uses non-standard column names, you can manually map each column to the correct field during the import process.

Imported transactions are automatically categorized using the same smart category system as synced transactions. Cadence matches merchant names against known patterns and applies your learned category preferences.

When importing from a credit card statement, toggle the credit card mode on. This inverts the amounts so that charges appear as expenses and payments appear as income, matching how credit card statements typically format their data.