GRAYROCK MONEY · IMPORT & MIGRATION

Bring Your Records Together. Review Before You Import.

Bring transaction history from CSV and Excel files into Grayrock Money. Choose the account, map your columns and review the records before confirming your import.

Start with Grayrock Money

Explore Import Features

CSV & XLSX files
Column mapping & preview
Review before importing

YOUR EXISTING RECORDS, ORGANISED

Give Your Transaction History a New Home.

Prepare your file, connect its columns to the right fields and check how your activity will appear before adding it to your accounts.

Choose Your File

Upload a supported CSV or XLSX file and inspect its contents before any transactions are saved.

Map the Details

Select the destination account and match the date, description and amount fields to your file’s layout.

Review the Records

Check the account, classification, direction, currency and amounts in the preview before confirming.

Keep Import History

Review source filenames, import dates and the recorded counts for imported, duplicate and invalid rows.

Match the Columns to Your Records

Check the suggested mappings and adjust them to suit your file.

Check How Your File Is Read

Review date and amount settings alongside the source rows.

Review Before You Confirm

Check the resulting transactions before adding them to your account.

Keep Track of Previous Imports

Review source files, import dates and recorded import counts.

Start with Your Transaction File

Choose a supported file and inspect its contents before importing.

CHECK THE DETAILS BEFORE THEY BECOME RECORDS

Match the Columns. Review What Comes Through.

Exported files can organise the same information differently. Check the suggested mappings, adjust the format settings and review the resulting transactions before you import.

Match Your File’s Layout

Map separate deposit and withdrawal columns, or use a single amount field with the appropriate direction settings.

Check Dates and Currency

Review the date format, decimal separator and transaction currency so the preview reflects your source records.

Keep Useful Mappings

Save your file mapping for later imports, then check it again when the source file’s layout changes.

Explore Transactions

Preview Before Confirming.

Inspecting a file and reviewing its mapping do not add transactions. Check the preview and resolve any reported issues before confirming the import.

KEEP THE RECORDS AND THEIR HISTORY CLEAR

Understand What Each Import Action Changes.

Adding transactions, removing a history entry and reversing an import serve different purposes. Choose the action that matches what needs attention.

Confirm an Import

Add the reviewed transaction records after checking the account, mapping and preview.

Delete History

Remove the import history entry without changing the imported transactions or account balances.

Reverse an Import

Use this when an entire import is incorrect and you need to undo the transactions it added.

Keep Valid Imports in Place.

Review, categorise and tag valid imported transactions from the Transactions page. Reserve reversal for an incorrect import as a whole.

FROM FILE TO REVIEWED RECORDS

Bring Your History Across in Three Steps.

1. Choose and Inspect

Select a CSV or XLSX file and inspect its contents to begin the import.

2. Map and Review

Choose the destination account, check the column mappings and review the records and any reported issues.

3. Confirm and Follow Up

Confirm the import, then review the resulting transactions and check your account against its statement.

Importing Records Does Not Connect Your Bank.

Grayrock Money imports data from the file you provide. It does not establish an ongoing bank connection or move money.

QUESTIONS & ANSWERS

About Import & Migration

Understand supported files, mapping, duplicate checks and what happens when you confirm an import.

Need Help?

Which file formats can I import?

You can import CSV and XLSX transaction files. The current upload limit is 10 MB and 10,000 rows per file.

Can I import exports from my bank or another money app?

You can use supported CSV or XLSX exports where the transaction information can be mapped to Grayrock Money’s fields. File layouts vary, so inspect the file and review the mappings before importing.

Does inspecting a file save its transactions?

No. Inspection lets you check the file and prepare its mapping. Transactions are added when you confirm the reviewed import.

Does my file need separate income and expense columns?

Not necessarily. You can map separate deposit and withdrawal columns, or use a single amount column. For single-amount files, direction can come from a mapped Type/Direction column or the amount signs and selected settings.

How are duplicates and invalid rows handled?

The import process checks for duplicate files and rows, which can be blocked or skipped. Invalid rows can hold the import for review. Check the preview and any messages before confirming.

Can I import Personal and Business transactions?

Yes. Review the classification assigned to the imported records. For a Mixed account, provide an explicit Personal or Business choice or map a classification column. A category does not determine the classification.

Are imported amounts converted into my base currency?

No. Importing preserves currency rather than converting amounts into a combined base-currency total. Check the currency and destination account before confirming.

Does the statement balance column become a transaction?

No. A mapped balance column helps you check the statement preview. It is not imported as a transaction.

Does deleting import history remove the transactions?

No. Deleting history leaves transactions and balances unchanged. Reversing an import is a separate action for an incorrect import as a whole

BRING YOUR RECORDS INTO VIEW

Make Your Existing History Easier to Review.

Bring supported transaction files into Grayrock Money, check the details and keep your financial records together.