Manual accounts and importing

Can I track accounts that don’t connect?

Yes. Go to More → Accounts → “Add manual account” and pick Cash, Checking, Savings, Credit card, Loan, Home, Car, Valuables, Crypto or Other. Manual accounts never sync. Change the balance any time with “Update balance”.

How do I import a CSV?

1. Go to More → Settings → “Import CSV” (on the web, Settings → Import CSV, or drop the file on the page).
2. Pick the file and the account it belongs to.
3. Match the columns, check the preview, and import.

Pennyjay works out the separator and the date format, and handles one amount column, separate debit and credit columns, or Mint’s “Transaction Type” column. Exports from Monarch, Copilot, YNAB, Rocket Money and Mint are recognized automatically (see Switching from another app). Rows that look like ones you already have are skipped. Investment accounts can’t be imported into.

For a manual account you can also import balance history: a file with a date and a balance on each row.

I got a replacement card. How do I keep the old history?

Open the old account and tap “Move history to another account” under Manage. Transactions move with their categories, notes and splits, and the old account is closed. The new account’s balance doesn’t change.