Import Transactions

Overview

Import financial transactions from bank export files. Automatically detects file format by extension (.csv, .ofx, .qif) and identifies the bank (Chase, Amex, BofA, or generic) by inspecting column headers. Previews parsed transactions, deduplicates against existing data, and inserts new records.

Wilson Tools Used

• transaction_search — check for existing transactions to prevent duplicates
• categorize — apply categorization rules to newly imported transactions