Importing Data

Treeline supports CSV import (works with any bank) and automatic bank sync for supported institutions.

CSV Import

Most banks let you download transaction history as CSV files.

Desktop App

1. Download a CSV from your bank’s website
2. Drag the file onto Treeline, or click Import in the toolbar
3. Select the target account (or create a new one)
4. Verify the column mappings and click Import

CLI

tl import bank_export.csv --account "Checking"

Preview first with --dry-run, use --json for scripted workflows. See the full CLI reference for all flags.

Treeline auto-detects common column names like date, amount, description, debit, credit. If your CSV uses different names, you can map them manually in the desktop app or override them with CLI flags like --date-column, --amount-column, etc.

Common Adjustments

• Split debit/credit columns: Toggle “Use debit/credit” if your bank exports separate columns instead of a single amount
• Flip signs: Enable if charges show as positive (common with credit cards)
• Number format: Switch between US (1,234.56) and EU (1.234,56) formatting

Import Profiles

Save your settings as a profile (e.g., chase, amex) to reuse them for future imports to the same account.

Deduplication

Treeline automatically skips duplicate transactions when you re-import overlapping date ranges.

Bank Sync

For automatic transaction syncing, see Bank Sync to set up SimpleFIN or Lunch Flow.

Tip: Set up bank sync first, then use CSV import for historical transactions from before your sync start date. There’s no deduplication between bank sync and CSV imports.

Manual Entry

For cash transactions or one-offs, navigate to an account and click Add Transaction.

What’s Next

• Query View - Analyze your imported data with SQL
• Auto-Tag Rules - Set up rules to categorize transactions automatically
• Bank Sync - Connect your bank for automatic sync