Can I upload or import transactions to untied?

If your bank account isn't one we currently link to or if you have transactions you want to bring in from elsewhere such as an accounting software product, then untied offers an import feature.

The first time you may find it better to send us the file to do a test import to ensure that the data goes in properly. You can email us the CSV to team@untied.io.

To do this, use your browser to go to app.untied.io, and then click on Transactions in the menu.

On the right-hand side, click on the three horizontal lines to open up the menu

Click on Import transactions, and it will take you through the import process.

Made a mistake? You can also delete transactions after you've imported them.

If you only have one or two transactions, see the linked article below about manual transactions.

Stuck? We may also be able to import transactions for you - contact us for details.