Importing transactions

If you’ve tracked expenses in a spreadsheet or another app, you can import that history instead of entering it by hand.

Importing a file

1. Go to Settings → Import Data (Mac: ⌘ I).
2. Tap Select File and choose a CSV, OFX / QFX, or QIF file.
3. Review the transactions. Uncheck any you don’t want, and set the type for each, or all at once with Set All Types.
4. Tap Import.

Preparing a CSV

Tap Template for a sample file. Columns can be in any order:

Column	Notes
Date	Required. Like 2026-03-15 or 03/15/2026.
Amount	Required. Dollar signs are allowed.
Provider	Also read from Payee or Merchant.
Description	Also read from Memo.
Account	Must match an HSA account’s name or number.
Patient	Must match a family member’s name.
Type	Expense, Contribution, Reimbursement, or Adjustment.

Without a Type, negative amounts become expenses and positive amounts become contributions.

Caution

Don’t use commas inside any field, like “Smith, MD.” Remove them before importing.

After importing

Imported expenses are marked Out of Pocket with a receipt status of Missing. Attach receipts as you find them, or update several at once.

Adding a single receipt file

To turn one PDF or image into an expense, use + → Attach File or the share sheet instead.