Import & Connect

Bring in transactions by CSV today, or link live accounts via Plaid

CSV import

Works with most bank & card exports. Auto-detects a signed Amount column or separate Debit/Credit columns.

Import into account

Example format

Date,Description,Amount,Category
2026-11-01,Acme Hardware,-84.23,Office & Supplies
2026-11-02,Client Deposit,2500.00,Client Revenue
2026-11-03,Blue Bottle Coffee,-6.50,Dining & Coffee

Connect a bank (Plaid)

Live linking of business checking and credit cards runs through Plaid. The connector is wired in — it activates automatically once credentials are present.

PLAID_CLIENT_ID=…
PLAID_SECRET=…
PLAID_ENV=sandbox

Add these to .env.local, install the plaid SDK, and the “Connect” button goes live. Until then, every account accepts CSV import.

Demo data

Reset everything back to the seeded personal + business dataset.