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Import🎉
Complete📋 Data Migration Assistant
Let's import your existing financial data. This wizard will guide you through the process step by step.
What would you like to import?
📋 Required CSV Format for Transactions
Your CSV must have these columns:
Required: Date, Amount, Description (or Item), Category
Optional: Account, Account Type, Status, Notes
Optional: Account, Account Type, Status, Notes
✅ Flexible format support! We support various column names and formats.