18. Guides

Import Transactions

Create or use a Source Profile, stage a bank export, resolve exceptions, and review the resulting rows in Bulk Entry.

Use this guide when you have a CSV or TSV bank export and want to bring it into Common Cents safely.

1. Enable Bulk Transaction Entry #

In Settings > Features, enable Bulk Transaction Entry. Imports are staged first and then reviewed in Bulk Entry before anything is saved.

2. Create a Source Profile for a new export layout #

Open Import Center from the Transactions page. If this is the first time you have used this bank or card export, choose Create Source Profile and load a representative file.

Map the required date and amount columns. Map a bank transaction ID too when it is available; that gives repeat imports the safest duplicate check. Review the sample preview and save the profile.

3. Start the import #

Choose Import transactions from Import Center, or open Bulk Entry and choose Import. Paste CSV or tab-delimited text, or open a CSV or TSV file.

The workspace recognizes an exact Source Profile. If it cannot, return to Import Center and correct or create the profile rather than using a weak match.

4. Choose the account and resolve merchants #

Select the Common Cents account that will receive the transactions. Review any unresolved merchant groups. Choose a saved payee to remember an exact recognition, or skip the group to keep its candidate editable in Bulk Entry.

5. Review duplicate information #

Rows with an exact previous-import match are skipped by default. Rows that only share a date and amount with an existing transaction stay in the review grid as possible duplicates. Check those rows before saving; Common Cents does not remove them automatically.

6. Review in Bulk Entry and save #

Confirm the dates, accounts, payees, categories, labels, amounts, and notes. Fix any validation issue, then select Save All Rows.

Strict Mode and other normal save-time rules still apply. After saving, spot-check the imported transactions in the account register.