Hunter Vault reads the dates, descriptions and amounts for you. Negative amounts become expenses, positive ones become income, and rows marked Ready already have a category. The three rows under Review need a category before they can be imported, and you can also change any row's date, description, amount or type. After the import, all seven transactions are in the bank account. Importing the same file again is safe: rows you already have are marked Already imported, so nothing is added twice.
Paid features shown: none (CSV import is free). The demo file is made-up data. Recorded on a Premium account. Features and pricing can change; check the app for current details.
Transcript
0:00 Open Smart Import
If your bank lets you download your transactions as a CSV file, you can import them in a few taps. It's free, and the file never leaves your phone. Tap Quick Log, then Smart Import.
0:14 Choose the account and CSV Export
First, choose the account the transactions belong to. I'll pick my bank account.
Then choose CSV Export.
This notice explains what happens to your files. CSV files are processed entirely on your device, and nothing is uploaded. Tap I understand, continue.
0:35 Pick the file and review the transactions
Tap to browse, and pick the file you downloaded from your bank. Mine is in Files, on my iPhone.
Hunter Vault reads the dates, descriptions and amounts for you. Negative amounts become expenses and positive ones become income. Ready rows already have a category.
0:55 Set a category for rows that need review
Tap Ready. Spotify was matched to entertainment, and the freelance payment came in as income.
Now tap Review. These three need a category before they can be imported. Tap Category and pick one: food and groceries for Trader Joe's.
Transportation for the gas station, and shopping for Target. You can also change the date, description, amount or type of any row.
1:23 Import and see the result
When everything looks right, tap Import.
Seven transactions are in: $163 of spending and $350 of income, all added to the bank account. Tap Done.
1:38 Importing the same file twice
If you import the same file again, Hunter Vault spots the rows you already have and marks them Already imported, so nothing is added twice.
That's how to import a CSV. Next, we'll import a PDF statement or a screenshot. Links to download Hunter Vault are in the description.
