CSV imports

Import your financial data from CSV files into Sure

CSV imports

Sure supports importing financial data from CSV files, making it easy to migrate from other financial apps or add bulk data.

Supported import types

You can import the following types of data via CSV:

• Accounts: Create multiple accounts with opening balances
• Transactions: Import transaction history
• Trades: Import investment trades
• Categories: Set up your category structure
• Rules: Import transaction rules

Importing accounts

Account imports let you quickly set up multiple accounts with their opening balances.

CSV format

Your CSV file should include these columns:

Column	Required	Description	Example
Account type	Yes	Type of account	Checking, Savings, Credit Card
Name	Yes	Account name	Main Checking Account
Balance	Yes	Opening balance	1000.00
Currency	No	Currency code (defaults to family currency)	USD
Balance Date	No	Date for the opening balance	01/01/2024

Example CSV

Account type,Name,Balance,Currency,Balance Date
Checking,Main Checking Account,1000.00,USD,01/01/2024
Savings,Emergency Fund,5000.00,USD,01/15/2024
Credit Card,Rewards Card,-500.00,USD,02/01/2024

Balance date column

The optional Balance Date column lets you specify when the opening balance should be recorded. This is useful when:

• Migrating historical data from another app
• Setting up accounts with balances from a specific date
• Maintaining accurate historical balance tracking

If you don’t provide a balance date, Sure will use the current date for the opening balance.

The date format should match your import settings. Common formats include MM/DD/YYYY, DD/MM/YYYY, and YYYY-MM-DD.

Supported account types

• Checking
• Savings
• Credit Card
• Investment
• Loan
• Property
• Vehicle
• Crypto
• Other Asset
• Other Liability

Importing transactions

Transaction imports let you add historical transaction data to your accounts.

CSV format

Your CSV file should include these columns:

Column	Required	Description
Date	Yes	Transaction date
Amount	Yes	Transaction amount
Name	Yes	Transaction description
Account	Yes	Account name
Category	No	Category name
Notes	No	Additional notes

Example CSV

Date,Amount,Name,Account,Category,Notes
01/15/2024,-45.50,Grocery Store,Main Checking,Groceries,Weekly shopping
01/16/2024,-12.00,Coffee Shop,Main Checking,Dining Out,Morning coffee
01/20/2024,2500.00,Paycheck,Main Checking,Income,Bi-weekly salary

Import process

1. Navigate to imports: Go to Settings → Imports or use the import button in the app
2. Upload CSV: Drag and drop your CSV file or click to browse
3. Configure settings:
   • Select import type (Accounts, Transactions, etc.)
   • Choose date format
   • Set number format (decimal separator)
4. Map columns: Match your CSV columns to Sure’s fields
5. Review: Check the preview of your data
6. Import: Confirm and import your data

Tips for successful imports

1. Use templates: Download CSV templates from the import screen for the correct format
2. Check encoding: Ensure your CSV file is UTF-8 encoded
3. Validate dates: Make sure dates match your selected format
4. Test with small files: Try importing a few rows first to verify the format
5. Clean your data: Remove any extra columns or formatting before importing

Troubleshooting

Import fails with date errors

Check that your date format matches the setting you selected during import. The Balance Date column in account imports must use the same format as other date fields.

Accounts not found

When importing transactions, ensure the account names in your CSV exactly match existing account names in Sure.

Duplicate transactions

Sure will import all rows from your CSV. Review your data before importing to avoid duplicates.

Limits

• Account imports: Maximum 50 accounts per import
• Transaction imports: No hard limit, but large files may take longer to process

Getting help

If you encounter issues with CSV imports:

• Check the troubleshooting guide
• Ask in the Discord
• Open an issue