Import existing balances and transactions

Prepare a CSV with date, amount, currency, category, and notes. In Figena, go to Import → choose the target ledger and account → map your CSV columns to Figena fields. Use the preview to fix category or currency mismatches before confirming.

For opening balances, create a one-time adjustment dated the day before you start tracking. Tag it as “Opening balance” so it stays out of future trend charts.

After import, review the first 20 rows for duplicates. You can bulk merge or reassign categories directly from the import review screen.