StatementSnap

Actual Budget CSV import

A free template and the import options Actual offers for CSV files. Already have a bank CSV? Drop it in the box and StatementSnap converts it.

Your file never leaves your computer. Everything runs in this page. No upload, no account, no server.

Drop your bank CSV here or choose a file

or try a sample

Download the template

Download actual-budget-import-template.csv: Date, Payee, Notes, Amount. Money out is negative, money in is positive, dates are YYYY-MM-DD.

Rows are made-up examples. In Actual you choose which column is which, so the header names are a convenience, not a requirement.

How to fill it in

Delete the example rows and keep the header row.
Use one signed Amount column, or keep separate in and out columns and turn on "Split amount into separate inflow/outflow columns" when importing.
In Actual, open the account, press Import, and select the file.
Pick the column for each field, check the green date that shows how Actual read the date, and change the date format if it is wrong. Use "Flip amount" only if signs come out reversed.

Source: Actual Budget docs: Importing transactions. Actual's documentation also lists QIF, OFX, QFX and CAMT as importable. Not affiliated with Actual Budget.

Free online, or the offline edition

Online (this page)

Free

First 25 rows per file
All 5 import formats
Fully private, runs in your browser

Offline edition

$29 one time

One file you keep, works with no internet
No row limit, no key, no account
Same private conversion, for as many statements as you like

Buy the offline edition

FAQ

Is my bank data uploaded?

No. The converter is JavaScript running in your browser tab. You can disconnect from the internet after the page loads and it still works.

Which banks work?

Any bank that exports CSV. Dates, delimiters (comma, semicolon, tab), European number formats, separate debit/credit columns, headerless files and extra summary rows are handled, and you can override the column mapping.