Importing Your Data

If you’re switching from another app or have a bank export, Lode can import your transaction history automatically — along with accounts, categories, tags, bills, goals and debts when the file has them.

Supported formats

• CSV — most banks and finance apps can export to CSV (.tsv and .txt tables work too)
• Excel (.xlsx) — spreadsheets with transaction data
• PDF — bank statements
• JSON — exports from other finance apps
• XML — structured exports from other apps
• Database files — SQLite exports such as .db, .sqlite, .mmbak, and .fydb

Files can be up to 50 MB. A Lode backup file doesn’t go here — use Restore from Backup instead (see Backup & Restore).

How to import

1. Go to Settings → Backup & Sync and tap Import
2. Tap Select File, choose your file, and tap Next
3. Lode analyzes the file and shows what it found — transactions, accounts, categories and so on. Tap Next
4. Review the preview, then tap Next to import and Done when it finishes

A table with recognizable column headers — date, amount, category, account and similar, in many languages — is mapped directly. Other layouts, and every PDF statement, are read with Lode AI, so those need Lode AI to be allowed to process your data. There is no manual column mapping: if the preview doesn’t look right, try another export format from your bank or app.

On the free plan, if the file has more accounts, categories, tags, goals or debts than the free plan allows, the review step asks you to choose which ones to bring in.

After importing

All imported transactions will appear in your transaction list. Check the dates, amounts, and categories to make sure everything looks right. Records Lode already has aren’t added again.

Made a mistake? You can undo the whole import in one tap. Go to Settings → Backup & Sync, find the Last Import section, and tap Undo Last Import. This removes all items created by that import without affecting anything else.

Tips for a clean import

• If your CSV has a header row, leave it in — Lode uses it to identify columns
• Make sure amounts use a consistent format, for example 1234.56 or 1 234,56
• If your file has both income and expenses, check that the sign or type column is included

Importing from another app?

Lode’s importer handles exports from many popular finance apps automatically. It detects the source format and maps the columns for you, so in most cases you can simply export your data, pick the file, and import. If the result isn’t right, undo the import and try a different export from that app.

Questions? Reach out — we’re happy to help.