Importing your data into Budgeto

You can import entries from supported files into your Budgeto budget. Importing
adds ordinary income or expense entries; it does not migrate a spreadsheet's
separate cycle history, recurring rules, or account settings.

 

Supported formats

 

On the web, the Add Income and Add Expense forms accept:

 

• CSV (.csv)
• TSV (.tsv)
• Excel (.xlsx)

 

The native iOS app imports expense entries from CSV and TSV files. Enter
income manually in the native app. File import does not connect to your bank.

 

Preparing your file

 

A file can include columns for amount and description, and may include date,
time, and category. The web parser accepts common header names such as
amount, value, description, memo, date, and category. If a date is
present and recognised, Budgeto uses it as the entry date; a missing or
unrecognised date falls back to the normal current date. Expense categories are
used when available; otherwise an expense is uncategorised.

 

For a clean import:

 

1. Include a positive amount and a description for each row.
2. Add a date (and optional time) if you want an entry dated earlier
   than today.
3. For expense imports on web, include a category if you want Budgeto to
   assign one.

 

Running the import

 

Choose Import file in the relevant web income or expense form, review the rows,
then submit them. The entries are added one at a time. If a save fails, earlier
rows may already have been added; check the budget before uploading the file
again to avoid duplicates.

 

Rows with dates outside the current budget cycle remain dated entries, but they
do not become a reconstructed set of past cycles. They may appear in history
views when those views are available on your plan, rather than in current-cycle
totals.

 

After importing, spot-check the entries:

 

• Open a cycle or two you've got data for.
• Confirm the totals look about right.
• Fix any stray entries that didn't map cleanly.

 

After you import

 

Set up your budget cycle and recurring entries separately. Importing
does not create recurring rules.

 

Switching from another app

 

When switching from another tool, import only the entries you want to add to
Budgeto, then check that they have the intended dates and amounts. For the
migration mindset, read
Switching from spreadsheets to a budgeting workflow.