Importing & Bank Sync
Bring in transactions by file, bank sync, or from another app.
- Bank SyncWhich plan includes bank sync, connecting Plaid or Lunch Flow, linking accounts in your own and shared budgets, pending imports, review and matching, and what happens when your plan changes.
- Bring your own providerSync banks through your own SimpleFIN or Lunch Flow Personal API account.
- Reviewing and matching imported transactionsLearn how imported transactions are reviewed, matched, approved, rejected, and unmatched, 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.