Can I import CSV files into Baselane?

Yes, you can import CSV files into Baselane! This feature is currently available only on the desktop version.

Getting Started

📄 Download the Template File
CSV Import Template

Use this template to format your transactions for an easy and error-free import. Always make a copy!

Navigate to the Transactions tab of your Baselane workspace.
Click on "Import" in the upper right-hand corner of the page.
Skip the Plaid connection step if prompted, and proceed to select "CSV Import".
Upload your CSV file.
- Note: You can only upload one file at a time.
- You can tag imported transactions to one of your linked external bank accounts.
Map the column headers from your uploaded file to Baselane headers.
- Required fields: Date, Description, and Amount.

To ensure a smooth import:

Avoid blank fields.
Include only one header row.
Match required columns: Date, Description, and Amount.
Ensure valid entries:
- Amount: Numerical values.
- Description: Plain text without special characters.
- Date: Format as yyyy-mm-dd.

Optional Mapping:
- Categories: If mapped to the "Category" header, transactions can be assigned more detail. Unmatched categories will appear in the Notes section.
- Properties: If mapped to the "Property" header, Baselane will match them automatically. Unmatched properties will appear in the Notes section.
Confirm the import by clicking "Import Transactions".
Once completed, you'll receive a confirmation email.

No, CSV import is currently available only on desktop.

Most imports take under 5 minutes.

Yes, special characters may cause the import to fail. Remove any characters other than letters and numerals using Excel (Windows) or Numbers (Mac).