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Bulk/batch transaction import from CSV or spreadsheet

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

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Bulk/batch transaction import from CSV or spreadsheet

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

0 votes

Bulk/batch transaction import from CSV or spreadsheet

Allow users to import historical transactions in bulk by uploading a CSV or spreadsheet file. This is especially useful when switching between data providers (e.g., from MX to Plaid) where the new provider only retrieves a limited history window, leaving a gap in older transaction data. Users who have downloaded or reformatted their historical transactions should be able to upload them directly rather than entering each one manually. The import flow could map common columns (date, amount, merchant, category) to Piere’s internal transaction format.

Yuval Shuminer shared this idea

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Yuval Shuminer shared this idea