How transaction import works today

Frank imports transactions from a CSV file you download from your bank. It's a manual step, but the AI categorisation, receipt OCR, and reconciliation tooling all work the same way once your transactions are in.

Import a CSV from your bank

1. Log into your online banking
2. Export transactions for the date range you want as CSV
3. In Frank: Money → Transactions → + Import
4. Drag the CSV in; Frank auto-detects the columns (date, description, amount)
5. Review the parsed preview, then confirm

After import, Frank's AI categorises each transaction. Corrections you make train the categoriser per-account.

Supported banks

Any Australian bank that exports a standard CSV — CBA, ANZ, NAB, Westpac, Macquarie, ING, Up, Bendigo, the major credit unions, etc. The format varies slightly between banks; Frank's column auto-detection handles the common shapes.

Why no auto bank-feed yet

We evaluated open-banking integration via Basiq earlier this year and decided not to ship it as a v1 feature — the per-user fee, consent re-auth friction (every 90 days under CDR), and reliability issues with edge-case institutions outweighed the convenience for most users while the categorisation + CSV pipeline was still being tuned.

We'll revisit when the case for it is clearer (or if you tell us this is a blocker for you — flag it via support).

Need help importing?

If your bank's CSV export trips Frank's parser, send a sanitised sample to support@financefrank.ai — we'll usually add support within a day or two.