Data & Import
Available
CSV Import & Export
Import transactions from a CSV file and export your ledger for spreadsheets or backups.
1 min read
The Problem
Not every account syncs on day one. You may have years of history in a spreadsheet, a bank export, or another app you are leaving behind.
What it is
CSV Import walks you through uploading a file and mapping columns so transactions land in the right accounts. CSV Export downloads your transaction list from the transactions page in a format you can open in Excel or Google Sheets.
Manual accounts and imports are available on Copia’s free tier, so you can start budgeting before you connect a bank.
Why it matters
You are not locked in: you can migrate in and take your data out when you need it.