--- title: "Easy transactions import into Tally Up" description: "The new import tool takes a CSV file and turns it into properly categorised income and expense records, with minimum manual entry required" author: "D. Wade FCCA" published: "2026-08-03T20:36:00Z" updated: "2026-08-03T20:35:59Z" canonical: "https://tallyup.im/blog/import-csv-transactions" --- # Easy transactions import into Tally Up # How do I import a CSV of transactions into Tally Up? **TL;DR** — Tally Up's new import tool takes a CSV file, whether that's a bank statement, an export from another accounting tool, or your own spreadsheet, and pulls out the transactions ready for review. Preview everything before it saves, undo any import as a single batch, and use saved templates and rules to make repeat imports one-click work. If you've been using QuickBooks, Xero, FreeAgent, or copying numbers out of your online banking by hand, you can stop. Tally Up's new import tool takes a CSV file and pulls out the transactions, so you're up and running on software built around Isle of Man rules rather than UK ones, without re-entering everything. ## Here's how it works ### 1. Upload your file From the Import tab, choose **New Import** and select your CSV. This can be a statement export from your bank, or a transaction export from an accounting system you're moving away from. Hint: look for a CSV option rather than PDF. ### 2. Map your columns You'll get two options for how you map your columns: ![Data Importer column mapping so Tally Up knows how to map your CSV column to a Tally Up transaction](/assets/blog/img-0bc26efba9098965.jpg) - **Saved templates:** if you've imported this layout before (for example, an Isle of Man bank CSV), reuse the mapping instead of setting it up again. - **Manual:** pick each column yourself from a simple dropdown list. Handy tip: if your file doesn't have column headings, click the toggle **"My file has no header row"** so it doesn't skip the first row of data. ### 3. Preview before anything is saved Nothing is added to your records yet. The preview screen shows every transaction Tally Up is about to create, with income and expenses already split out automatically. If a transaction looks like something you've already got in Tally Up, it's flagged as a possible duplicate so you can double-check before it goes in. ![Data Importer preview allows you to view, edit and remove rows before they become transactions](/assets/blog/img-c9807136a3402a49.jpg) ### 4. Confirm the import Once everything looks right, confirm the import and your transactions are added. You'll get a summary showing how many income records, how many expenses, and how many duplicates were skipped. ## Made a mistake? Undo it Every import can be undone as a single batch. If something maps wrong or you upload the wrong file, hit **Undo this import**, confirm, and every transaction it created is removed cleanly, with no need to delete rows one at a time. ## Save time on repeat imports If you're importing from the same source every month, save your column mapping as a template so next time that step is already done for you. You can also set up **Saved Rules**: simple "if this, then that" instructions that apply automatically on every future import. ![Data Importer saved rules lets you automatically filter your CSV rows](/assets/blog/img-54344e55783c6737.jpg) For example, always filing a particular regular supplier under the same category, automatically setting the customer or supplier for a recurring payment, or skipping a repeating line, like a monthly bank charge, so it never becomes a transaction at all. Once a rule is saved, it runs on every import from then on unless you switch it off. Ready to give it a go? CSV import is live now on both desktop and mobile. Head to your Tally Up dashboard to try it. Not signed up yet? --- _This article is for general information only and does not constitute financial or tax advice. For advice specific to your situation, speak to a qualified accountant._