Importing transactions from CSV files just got a lot easier. Balance now uses AI to automatically detect and map your CSV column headers. You no longer need to format your files to match the exact template anymore.

Upload any CSV file and Balance will show you exactly how your transactions will be imported. Review the mapped data to ensure everything looks correct before creating the transactions. This makes importing historical transaction data from any bank or financial tool much easier, especially when working with accounts that aren’t supported by Plaid.