Importing & Bank Sync
Bring in transactions by file, bank sync, or from another app.
- Bank SyncConnect through Plaid or Lunch Flow, link accounts, control pending imports, and understand review, matching, duplicate prevention, and provider management.
- Bring your own providerSync banks through your own SimpleFIN or Lunch Flow Personal API account.
- Reviewing, matching & linking imported transactionsLearn how imported transactions are reviewed, matched, linked, approved, rejected, and unlinked—including pending-to-posted changes, bank payee icons, splits, and duplicates.
- Importing TransactionsImport CSV, OFX, QFX, and QIF files safely, review matches, prevent duplicates, and recover from import mistakes.
- Import from YNABLearn how to import your YNAB budget into Zerosum. Migrate accounts, categories, transactions, transfers, and monthly budgeted amounts.
- Import from Actual BudgetLearn how to import your Actual Budget data into Zerosum. Migrate accounts, categories, transactions, transfers, and monthly budget assignments.