Import
The Import view lets you bring financial data from external sources into your Beancount ledger.
Supported Formats
Section titled “Supported Formats”- OFX — Open Financial Exchange (commonly exported by banks)
- CSV — Comma-separated values with configurable column mapping
Import Workflow
Section titled “Import Workflow”- Select the file to import
- Choose or create an import profile
- Review parsed transactions
- Apply import rules for automatic categorization
- Confirm and save to your ledger
Import Rules
Section titled “Import Rules”Rules automatically categorize transactions during import. For the full rule syntax and options, see the Import Rules reference.