Importing your history

If you have history in another app, or a statement from your bank, you can bring it into MoneyLoop instead of starting from nothing.

The three ways in: a file, pictures from your library, or the camera.

Available with yearly subscription

Importing is part of the yearly plan.

What you can import

Source	What works
Spreadsheet or PDF	A file exported from your bank or another app
Screenshots or photos	Pictures of a statement
Take a photo	A printed statement or receipt

The steps

1. Open Settings and tap Import your historical data.
2. Choose your source, then pick the file or the images.
3. Let it read. A card on Home shows how far along it is, and you can carry on using the app.
4. When it’s done, the Review import screen opens.

The review

Nothing is added before you say so. On the review screen you’ll see:

• Accounts to be created — accounts in the file that you don’t have yet. Undo any of them and their transactions go to your General account instead.
• Every transaction with its amount and date. Remove any you don’t want.
• Anything that looks like a duplicate is removed for you, and the screen says how many.
• Anything the app isn’t sure about is marked Please double-check.
• Anything without a date is set to today, and tapping it lets you fix that.

Then tap the add button at the bottom.

Tips

• Start with one file and see how it comes out before importing years at once.
• A file exported from your bank is always cleaner than a photo. Use photos when there’s no file to be had.
• Very large files are cut off after the first stretch of transactions, and the review says so — split them into smaller files.

Common problems

No transactions found — the file probably has no clear table of transactions. Try another format or another file.

The import stopped — tap Try again on the card on Home.

Duplicates got added — delete them from your transactions, and read the list before adding next time.