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CSV Import & Export

Import

Bamboo Money auto-detects bank CSV formats for seamless transaction import.

Supported Banks

The CSV parser recognizes 10+ bank formats by analyzing header columns:

  • Chase (credit & checking)
  • Bank of America
  • Wells Fargo
  • Capital One
  • Citi
  • American Express
  • Discover
  • USAA
  • Navy Federal
  • Generic (fallback: Date, Description, Amount)

Import Flow

  1. Upload — Select a CSV file from your bank's export
  2. Auto-detect — Parser identifies the bank format from column headers
  3. Preview — See parsed transactions before importing
  4. Deduplication — Smart matching prevents duplicate imports (same date + amount + merchant within a window)
  5. Auto-categorize — Categorization rules auto-assign categories based on merchant patterns
  6. Import — Confirmed transactions are saved

Deduplication Logic

A transaction is considered a duplicate if all three match within a 3-day window:

  • Same merchant name (normalized)
  • Same amount
  • Date within ±3 days of an existing transaction

Export

  • CSV Export — Download filtered transactions as CSV
  • Excel Export — See Excel Export for the formatted .xlsx option