AI & Technology
How to Import CSV Data
March 14, 2026
If you track expenses in a spreadsheet or want to migrate from another app, PaxMoney's CSV import makes the transition easy.
How to import CSV
Step 1: Export your data in CSV format (Excel → Save as → CSV)
Step 2: In PaxMoney, access the import function
Step 3: Select the CSV file
Step 4: Map the columns — indicate which column is date, amount, category, and description
Step 5: Review the imported data
Step 6: Confirm and data is added to your history
Tips: - Make sure dates are in a consistent format - Values should use period or comma as decimal separator (configurable) - CSV categories can be mapped to PaxMoney categories - Works for both expenses and investments