Articles on: Accounts

CSV Imports

This Feature is only available to Emma Pro and Emma Ultimate Users

What is this feature?

This new feature allows you to create and update an offline account by directly uploading a CSV file. It is designed for banks that we do not currently support, as well as for tracking cash transactions or for importing historical data from old accounts.

What information do I need in my CSV file?

To ensure your file imports correctly, it needs to have a clear structure with three key pieces of information:

Date: The date of the transaction.
Payment Reference: A description of the transaction (e.g., "Tesco," "Salary," or "Rent").
Amount: The value of the transaction.

Your file should be saved in the CSV format.

How do I import my transactions?

You can import your transactions directly from within the app. Just follow these simple steps:

Open the app's main dashboard or "Feed" page.
Select the "+Add" button.
Select the "Offline account" option.
Select the account type.
Choose a name for your account.
You can also add a logo (optional).
Select the "Import transactions" option and follow the prompts to complete your import.

How do I update an existing offline account?

If you want to add new transactions to an offline account you've already created, you can simply upload an updated CSV file. Our system is smart enough to recognise existing transactions, so it will not duplicate any data. Only the new transactions in your updated file will be added to your account.

If you have any other further questions about this feature, please let us know by contacting support.

Updated on: 25/09/2025

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