Using the CSV Configuration Wizard

Steps in the CSV Configuration Wizard

Opening the CSV File

    In the left vertical menu, select Tools → Import.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • Note: The Import function is available only in the web app. It is not supported in the mobile app.
    On the Import page, select the account you want to import transactions into.
    Click Import file (OFX, QFX, CSV).
    In the file selection dialog, choose the CSV file you exported from your bank.
    Click Open.
If this is the first time you open a CSV file from this bank, the CSV Configuration Wizard will start.
The CSV Configuration Wizard runs only once per account and bank file format. The next time you import a CSV file from the same bank into the same account, Pixel Budget will remember the configuration and the import process will start immediately.


Initial Message

A message appears informing you that you must select the Date, Amount, and Description columns. Click OK to continue.


Layout of the CSV Configuration Wizard

The wizard screen has two main parts:
  • Header (light blue background) — where you configure the settings.
  • Body section — where you see the first few rows of the CSV file.At the top of each column, buttons labeled Column A, Column B, Column C, etc., allow you to select the appropriate columns.


Backhand Index Pointing Right Select the Table (only if multiple tables are detected)

A CSV file normally contains only one transaction table.
In rare cases, a bank export may contain multiple tables. If this happens, an extra step appears before you select the columns.
You will see small blue table icons next to each detected table title.
    Click the icon next to the table that contains your transactions.
    Click Next.


Backhand Index Pointing Right Select the Date Column

    Click the column header (Column A, Column B, Column C, etc.) that contains the transaction date.
    In the Date format dropdown list, select the correct order:
  • Year → Month → Day
  • Month → Day → Year
  • Day → Month → Year
    Click Next.


Backhand Index Pointing Right Select the Amount Column

    In the dropdown list Are one or two columns used for “Amount”?, select:
  • 1 column used for Amount, or
  • 2 columns used for Amount
    Click Next.

Understanding Amount Columns

In CSV files exported from bank accounts, you might see two separate amount columns. These typically represent:
  • Debit (Withdrawal / Out) — money taken out of your account (negative transactions such as purchases or bill payments).
  • Credit (Deposit / In) — money added to your account (positive transactions such as deposits or refunds).
In some CSV formats, there is only one column. In this case, negative values represent debits and positive values represent credits.


If You Selected 1 Column

Click the column that contains the transaction amounts.


If You Selected 2 Columns

    First, click the column that contains the positive values (In / Inflow / Credit / Deposit).
    Click Next.
    Then click the column that contains the negative values (Out / Outflow / Debit / Withdrawal).
    Click Next.


Backhand Index Pointing Right Select the Description Column

    Click the column labeled Description, Transaction details, or Memo — the column that contains vendor or payer names.
    Click Next.


Backhand Index Pointing Right Confirmation

The CSV configuration is now complete.
Click Finish to:
  • Save the configuration
  • Start importing the transactions
The import process begins. Wait until it finishes.
Imported transactions will first appear on the Import page.They are not yet added to your Transactions page.
You must review and approve them before they become regular transactions.See:  ⁠⁠Reviewing and Approving Imported Transactions⁠ 
The saved CSV configuration is linked to the account you import into. Each account can have one saved CSV configuration.


Viewing and Editing the Saved CSV Configuration

Once a CSV configuration has been saved, you can view or modify it at any time:
    Click CSV Configuration next to the Import File button.
    Select View/Edit from the dropdown menu.
The following message appears:
To edit the CSV configuration, you need to open a CSV file exported from your bank account. This will help you identify the columns.The content of the CSV file will not be imported, only the changes you make to the CSV configuration will be saved.
Click Continue.
    Select the CSV file and click Open. The CSV Configuration Wizard will start again.
    Go through Steps 1–4 as described above.
    At Step 4, click Save. The updated configuration will be saved, but transactions will not be imported.


Deleting the Current CSV Configuration

    Click CSV Configuration next to the Import File button.
    Select Delete.
    In the confirmation dialog, click Yes.
Once deleted, the next time you import a CSV file, the CSV Configuration Wizard will run again.