Getting Started: Import CSV files to MoneyCoach

This short tutorial will guide you through the process of importing any CSV file into MoneyCoach.
The CSV file can be exported from your bank, or it can be from another app that you were using before to keep track of your money.

Since MoneyCoach it is deeply integrated with iOS document recognition, it can open any CSV, anywhere (Mail, Dropbox, Drive etc).

Step 1

In most cases we use the Mail app for attachments, so I will use the Mail app in this tutorial.

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Step 2

First you need to find and open the CSV file you need to import into MoneyCoach.
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Step 3

After that, on the top right corner you have the Action Button. Tap it and select “Copy to MoneyCoach”

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Step 4

MoneyCoach will open up, it will prompt you for the Touch ID, if you activated it and open the Import Screen.

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Step 5

It is recommended that you do a full Dropbox backup before you start to import. CSV files are always messy and they have different sorts of formats and punctuation. Maybe something can go wrong. And we want to be sure that you can always your data backed up.

In this time MoneyCoach will completely scan your CSV to find the column names that you need to map. You need to map all the fields with the column names found in the CSV.

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Done

After mapping all the fields, you hit “Import”. MoneyCoach will do its magic and you are done :).

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