CSV import and export
Import a bank export or spreadsheet, map columns and categories, then export your ledger when you need a copy outside Copia.
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.
What it is
CSV import walks you through a file, maps columns (date, amount, description, account, type, category), matches merchants to names you already use, and flags category names it does not recognize so you can pick the Copia subcategory.
CSV export downloads the transactions you are looking at from the Transactions page, filters included, for Excel or Google Sheets.
Import and export are available on the free plan. For a photo of a receipt or statement, see Photo import.
Why it matters
You are not locked in. You can migrate in, and you can take a copy out.