Import CSV

Import historical transactions into Prune from a spreadsheet. Use this when your transactions aren’t in a supported accounting platform or bank connection, or when you want to bring in a one-time batch of past data.

When to use this: Choose CSV import if you don’t connect QuickBooks Online, Xero, or a bank through Plaid, or if you need to load history that predates those connections. For ongoing automatic syncing, a direct integration is the better option.

Before you start

Prepare your file as a .csv with one transaction per row and a header row. At minimum, each transaction needs:

• Name — the transaction name
• Date — the transaction date.
• Amount — the transaction amount.

Memo and category are optional.

Import your transactions

1. Go to the Accounts page.
2. Click Import Transactions to open the import flow.
3. Upload your .csv file.
4. Map your columns. Match each column in your file to the matching Prune field (Name, Date, Amount).
5. Review the preview to confirm the data looks correct.
6. Click Confirm Import to finish.

Once imported, your transactions appear on the Financial Report, categorized by the accounts you mapped.