Import CSV / Spreadsheet
import_csvImport transactions from a CSV file to auto-detect columns, categorize each item, and calculate GST. Supports bank, credit card, and expense spreadsheet exports from ATB, TD, RBC, BMO, and more.
Instructions
Import transactions from a CSV file — bank statement export, credit card statement, or your own expense spreadsheet. I'll auto-detect the columns, categorize each transaction, and calculate GST. Supports exports from ATB, TD, RBC, BMO, and generic formats.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Path to the CSV file | |
| date_column | No | Override: name of the date column | |
| account_type | No | What kind of file is this? | bank_statement |
| amount_column | No | Override: name of the amount column | |
| skip_transfers | No | Skip internal transfers between accounts? | |
| description_column | No | Override: name of the description column | |
| default_gst_included | No | Are amounts GST-inclusive by default? |