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Import bank CSV

Import lets you bring a batch of transactions into an account from a CSV file exported by your bank. Open it from the Import action on a Transactions screen.

The import wizard

Section titled “The import wizard”

  1. Pick a file — choose the .csv file exported from your bank.

  2. Map the columns — tell Munto how to read the file:

    • Delimiter: ;, ,, or tab
    • Decimal separator: , or .
    • Date format: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, or D/M/YYYY
    • Column mapping: Date and Amount are required; Payee and Description are optional

    You can load a previously saved bank template instead of mapping from scratch, and save your current mapping as a new template — optionally set it as the default for this account.

  3. Preview — before anything is imported, Munto shows how many rows were found, how many look like duplicates, and how many will actually be imported, along with the net total and a preview of the first 20 rows.

Duplicate detection

Section titled “Duplicate detection”

Munto checks each row against your existing transactions and automatically skips ones it’s already imported. That means it’s safe to re-import the same file — for example if you export overlapping date ranges each time. Editing a transaction’s payee or category afterward doesn’t break this detection on future imports.

AI category suggestions

Section titled “AI category suggestions”

On the preview step, Munto suggests a category for each row based on your existing categories and how you’ve categorized similar payees before. High-confidence suggestions are highlighted. Suggested categories are applied automatically when you import, and you can clear all suggestions if you’d rather categorize manually afterward.