CSV Import

CSV import works with any bank. Download a statement, import it, and Treeline handles the rest.

Quick Start

1. Download a CSV from your bank’s website
2. In Treeline, select the account to import into
3. Click Import and select your file
4. Map columns if needed (usually auto-detected)
5. Preview and confirm

Treeline deduplicates automatically, so you can safely re-import overlapping date ranges.

Column Mapping

Treeline auto-detects common column names. If detection fails, map manually:

Required:

• Date - Transaction date
• Amount - Single column with positive/negative values, OR separate Debit/Credit columns

Optional:

• Description - Transaction details (may be called Memo, Payee, or Details)
• Balance - Running balance (creates balance snapshots)

Sign Handling

Banks export amounts differently. Two options fix common issues:

Flip signs - Enable when charges appear as positive (common with credit cards like Amex, Discover). Reverses all signs.

Negate debits - Enable when using separate Debit/Credit columns with unsigned values (common with Bank of America, Capital One).

Number Formats

Select your region’s format if amounts look wrong:

• US: 1,234.56 (comma thousands, period decimal)
• EU: 1.234,56 (period thousands, comma decimal)

Import Profiles

Save your settings for repeat imports:

1. Complete a successful import
2. Enter a profile name (e.g., chase-checking)
3. Save

Next time, select the profile to auto-apply column mappings and settings.

Troubleshooting

Wrong sign direction - Try “Flip signs”

Amounts look wrong - Check number format (US vs EU)

Description is blank - Map a different column (Memo, Payee, Details)

Duplicates appearing - Check if your CSV has actual duplicate rows, or if amounts differ slightly due to rounding