How to import transactions from CSV

Sometimes you need to bring in a backlog; maybe you’ve just joined stub or you want to see a full year’s history. Importing a CSV file lets you upload months of transactions in one go, so your reports tell the whole story, not just the recent bits.

Why importing a CSV keeps your reports accurate

Your transactions build the foundation of your general ledger. If they’re incomplete or in the wrong period, your reports won’t line up.

• Wrong dates push income and expenses into the wrong month, which can distort profit and tax.
• Missing history leaves gaps in your reports.
• Clean imports give you reliable numbers to work with from day one.

For example: If you joined stub in April but only log transactions from that point, your year-to-date profit will be off. A CSV import fills in those missing months.

How to import a CSV to stub

1. How to import a CSV to stub
2. Export a CSV file from your bank.
3. From your main dashboard, click More (bottom left) → Transactions.
4. Click the three dots at the top right and select Import.
5. Upload your CSV file. It must include Date, Reference, and Amount columns (others like Fees, Currency, or Notes are optional).
6. Review the preview screen and fix any errors.
7. Click Import to bring in your transactions.

Example: You run a beauty salon and want a full year’s history in stub, not just the three months since you signed up. Export 12 months of transactions from your Standard Bank account, import the CSV, and stub backfills the data for you.

Tips for clean imports

• Use YYYY-MM-DD format so dates map correctly.
• Positive = income, negative = expenses.
• Check for duplicates if you later connect your bank feed.
• Categorise after import so your reports stay neat and accurate.

With CSV imports, you can hit the ground running in stub, complete history, cleaner reports, and fewer gaps to explain at year-end.