Jun 16

Ability to import transactions from one CSV across multiple accounts

Hello, Currently, we have to import transactions multiple times across different accounts and CSV files. It would be nice if we could somehow import all of them under one csv, where a column indicated the account and Whisper Money soft matches it (e.g., Chequing matches Checking).

Planned

changed status toPlanned·2 weeks ago

2 weeks ago

There’s another request to add categories, tags, and notes to the importer. Wcan attack them all together, it might even be worth creating a separate importer. This would let some users, for example, bring all their data from other finance apps and start using Whisper Money without losing their history.

Jul 17, 2026

What’s the real use case for something like this? Usually, we just pull a CSV from the bank, import it, and then all the transactions end up under a single account.

Jul 18, 2026

Víctor Falcón When I am importing my transactions, I manually download a CSV from my Savings, Chequing, Mastercard, etc. It would be nice if I could upload one CSV (that I generate) with an Account column so Whisper Money could automatically assign that transaction to a saved Whisper Money Account. Rather than uploading 3 CSV's, it is just one.