Import a bank file
Bring in transactions from your bank's CSV, Excel, OFX/QFX, CAMT.053 or QIF export.
Most banks let you download your transactions as a file. Euporia reads that file and saves the transactions you import, with a record of the import (file name, column mapping and row counts), to your account.
bank-export.csv · 5 rows
Columns
Preview 4 rows ready · 1 skipped
| Date | Description | Category | Amount |
|---|---|---|---|
| 2026-10-02 | Green Leaf Grocer | Groceries | −€64.20 |
| 2026-10-03 | Corner Coffee | Dining | −€4.50 |
| 2026-10-01 | Northwind Ltd | Income | +€3,200.00 |
| 2026-10-04 | City Transit | Other | −€35.00 |
- Line 6: Invalid amount: "not a number"
This sample file uses German column names and EU number formats. Change a column or the Amount signs setting and the preview re-reads the file with the importer's own parser.
Supported files
| Format | Notes |
|---|---|
| CSV or TXT | Comma, semicolon or tab separated; detected automatically |
Excel (.xlsx) | The first worksheet only. Older .xls files need saving as .xlsx |
| OFX / QFX | Standard bank statement files |
CAMT.053 (.xml) | ISO 20022 statements used by many European banks |
| QIF | Account transactions only, not investment QIF |
A file can be up to 10 MB and 10,000 rows. Split larger exports by date and import each part. See File formats for every detail.
Import step by step
Open the importer
Select Import in the menu, or Import file on the Transactions or Accounts page. You can also press ⌘ K on a Mac or the keys Ctrl K elsewhere, and choose Import a bank file.
Choose your file
Drop the file onto the page, or select it from your device.
Choose the account
Under Import into account, pick the account these transactions belong to, or choose + New account… to create one. A new account starts with a balance of 0; confirm its balance after importing.
Check the columns
For CSV and Excel files, Euporia matches your file's columns to Date, Amount and Description (required), and Merchant, Currency and Category (optional). Change any match that looks wrong. Euporia remembers the mapping for files with the same columns, so your next import from that bank is one step.
Under Amount signs, choose how your file shows money going out:
- Negative = money out (bank statement): most bank exports.
- Positive = money out (expense list): a list of purchases, where every amount is positive.
If every amount in the file is positive, Euporia assumes an expense list.
Review and import
The preview shows how many rows are ready and the first few transactions. Rows that can't be read are listed by line number and skipped; the rest still import. Select Import N transactions.
When it's done you'll see how many transactions were imported, how many duplicates were skipped and how many were categorised automatically. From there you can Review transactions, Confirm account balance or Import another file.
Importing the same file twice is safe
Euporia skips transactions it already has in that account: same day, same amount and same description, or the same bank reference for statement files. Two genuinely identical purchases in one file are both kept.
If at least half the rows already exist in a different account, Euporia stops and asks Wrong account? so you can check the file belongs where you're importing it. Select Import anyway if it does.
Importing doesn't change balances
Account balances stay as they were. Confirm a manual account's balance separately against your statement, from Accounts.
Every import is recorded
Import → Past imports lists each import with its file name, account and row counts, so you can always see where a transaction came from.
Problems? See Import problems.
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