Importing Your Financial Data into SavePoint

Importing Your Financial Data into SavePoint

Getting your existing financial data into SavePoint doesn't have to be a manual typing marathon. The import system handles CSV and Excel files from your bank, spreadsheets you've been maintaining, or exports from other financial tools.

Before You Import

Download transaction history from your bank's website. Most banks offer CSV export under Account Activity or Statements. Start with one month to test the process before importing years of history.

If you're coming from spreadsheets, make sure your data has consistent column headers. SavePoint needs to know which column contains dates, which has amounts, and which has descriptions.

The Import Wizard

Navigate to Transactions and click Import. The wizard walks you through nine steps, but most are quick confirmations rather than complex decisions.

Column Mapping Tips

SavePoint tries to auto-detect common column names. If your bank uses "Merchant" instead of "Description," just tell SavePoint which column is which during mapping.

The minimum you need: Date, Description, and Amount. Category is helpful if your bank provides it, but you can categorize after import if needed.

Handling Amount Direction

Banks format amounts differently. Some show expenses as negative numbers, others as positive. The wizard asks you to specify so SavePoint correctly identifies income versus expenses.

Look at your file: if gas station purchases show as "-45.50", select "Negative Amounts." If they show as "45.50" without the minus sign, select "Positive Amounts."

Dealing with Duplicates

If you import overlapping date ranges, the duplicate check step catches transactions already in your database. You'll see a side-by-side comparison and can skip duplicates with a checkbox.

After Import

Use Edit Mode on the Transactions page to quickly categorize imported data. Set up merchant mapping rules in Settings so future imports from the same vendors categorize automatically.