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Via import

Import and export your financial data via Excel spreadsheets. Upload CSV or XLSX files to bring transactions into finban, or export your plans and reports.

Direct connection planned

How the data gets in

  • Excel import
SpreadsheetsImport & Export
Via file importVisit WebsiteManual

Features

CSV/XLSX import
Data export
Template support

Available in

global

Related Integrations

Set up once, then one click

Excel does not connect directly — you bring the file. Column mapping, overwrite rules and error handling are set up once; every import after that is a single click.