Manual import
Add accounts manually and import transactions from CSV files — for banks without an automated connection.
If your bank isn't covered by an automated bank connection, add the account manually and keep it current with CSV imports.
Add a manual account
Open Accounts, click Add account…, and pick Manual import. An account has a type (bank, credit card, cash, …), a name, a default currency, and an optional initial balance with its date. Tick Include in cash balance if the account should count toward the cash balance and cash flow reports.
Import transactions from CSV
Upload
Open the account and click CSV in the Transactions section, then pick the export from your online banking. SaaSFlow detects the delimiter, date format, and decimal convention automatically.
Map the columns
Assign the CSV columns: one date column, one or more amount columns (multiple are summed), plus the columns holding the counterparty (From/To) and description. Optionally restrict the import to a date range.
Review and import
Click Show transactions to preview every row and the resulting balance on the end date. Rows that duplicate transactions already on the account are flagged — Select all excluding duplicates skips them. Click Import selected transactions to finish.
Your column mapping is stored per account — tick Use previously stored settings on the next upload to reuse it.
CSV import also works on bank-connected accounts — useful for backfilling history from before the connection existed. Accounts managed by an integration (e.g. Stripe) don't accept CSV imports.