This short tutorial will guide you through the process of importing any CSV file into MoneyCoach.
The CSV file can be exported from your bank, or it can be from another app that you were using before to keep track of your money. Download the sample using the button down below to see if your CSV file is compatible with our importer. Do not worry if your file has a different arrangement or is missing a field or two, just try to import it and see what happens.

download sample buttonSince MoneyCoach it is deeply integrated with iOS document recognition, it can open any CSV, anywhere (Files, Mail, Dropbox, Drive etc).

Step 0

Open MoneyCoach, then go to Settings > Import & Export and tap the “Select File” button.

Step 1

We use the Files app for attachments, so I will use the Files app in this tutorial. Upload the CSV file you want to import to the Files app which is linked to your iCloud Drive folder. Find and select the said file, in our case, it’s the file that is visible.

Step 2

Now you have to select the delimiter of the file. You can check the delimiter by opening the file on Excel (Windows or Mac), Numbers (Mac) or by Preview (Mac). Select the right delimiter. If you have exported the CSV from MoneyCoach the delimiter is “;”. If you don’t select the correct delimiter, you won’t be able to select the right fields for import.

Step 3

After you select the correct delimiter, you will have to select the respective fields as you can see in the example screenshot. Now depending on the language, the CSV format etc. some of the selectable fields may have different names or may not be there. Make sure to select all the available fields accordingly. You can download the sample above and copy paste all your data and format it correctly.

 

Step 4

Once you select all the fields, it should look something like this. The file used in the example is a file exported from MoneyCoach. Your file might not have all the optional fields like description, currency, subcategory, person/company. If that is the case, select None or Don’t Import for these fields.

Step 5

Once you are ready, tap the Import button on the top right corner and wait for the process to complete. In some rare cases, the import will keep just spinning and spinning. Quit the app and on reopen your new data should be there.

And that’s all folks!

2 Comments

  1. I have different accounts with different currency.. when i import all files it is set to one currency, that mean nothing is right, how can i do it right?!

Leave a Reply

Your email address will not be published. Required fields are marked *

Post comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.