Skip to main content
← Back to updates
📥

Import a CSV from the Transactions page, and a bank's purpose set for you

Import CSV now sits beside Sync Now on Transactions. A new bank starts as business or personal based on the template you chose, and you can change it on the bank's card.

Import CSV now sits beside Sync Now on the Transactions page, so you can add a file whenever you need to. On Banks, each CSV source has a View transactions link that shows just the rows from that file.

When you connect a new bank, Sheetful no longer asks whether it is business or personal first. The bank starts from the template you chose, business for the Business Expense Tracker and personal for everything else, and you can change it on the bank's card at any time.

The privacy policy now has a short section on linked phones. You will see a one-time notice to review it the next time you sign in.