Finyvo · Import transactions

Your transactions. Without starting over.

Import a file from your bank, review how it is interpreted and confirm which transactions to save in Finyvo.

Reviewing the file’s transactions, amounts and categories before confirming the import.
On this page

Choose a compatible format.

Import up to 5,000 transactions per file, within these size limits. If your bank offers multiple formats, choose one you can review easily.

FormatMaximum sizeHow it is read
CSV, TSV or JSON10 MBLocal reading; optional AI can send data to help interpret it.
Excel: XLS or XLSX5 MBThe entire file is sent to the server for conversion, even with AI off.
PDF or imageNot supportedDownload a file in a supported format from your bank.

From file to transactions.

Reviewing a transaction from the file before saving the import.

File transaction

Reviewing a transaction from the file before saving the import.

Import a file from your bank, review how it is interpreted and confirm which transactions to save in Finyvo.

  1. Download your bank file

    Select the period you want to bring in and save a compatible file.

  2. Open import in Finyvo

    Select the file and destination. Check the wallet’s currency before continuing.

  3. Review the columns

    Check the date, description and amount interpretation. Watch for signs and separate debit and credit columns.

  4. Check the rows

    Review amounts and categories. Resolve rows needing attention and confirm the transactions you want to save.

Details worth checking.

A date such as 03/04 can mean March or April depending on the file. Check the format against a transaction you recognize.

An amount with a decimal comma differs from one with a thousands separator. Also check whether expenses are negative or use a debit column.

Avoid importing the same period again without checking existing records. Review still matters even when you receive help interpreting the file.

You choose when to use AI.

AI can help with interpretation and categorization. You can turn off import AI assistance and review the file manually.

For on-device file reading, use CSV, TSV or JSON with import AI off. An entire Excel file is uploaded for conversion even when AI is off.

Importing transactions does not restore the entire app or recover Apple Pay automations.

Included in your plan

File import is included in Finyvo Plus. Review the content before saving and undo an import if you do not need it.

Compare Free and Plus

Your questions, answered

Can I import a PDF or statement photo?

Not in this flow. Download CSV, TSV, JSON, XLS or XLSX from your bank.

Does turning off AI stop my Excel upload?

No. The entire Excel file is sent to the server for conversion. For local reading, use CSV, TSV or JSON with import AI off.

Does Finyvo stay connected to my bank?

No. This feature imports the transactions in the selected file; it does not establish a bank connection.

Can I undo an import?

Yes, the flow offers an undo option. Review the result and use it if you do not need the imported transactions.

Reviewed on October 5, 2026