# Import Transactions from CSV or OFX Files | Warm

> Already have transaction data? Import CSV or OFX files from any bank with automatic column detection, duplicate prevention, and support for 8 major bank formats. Included with Plus and Pro.

Source: https://warm.io/features/csv-import

Your data, your way

# Got old files? Bring 'Em In

Drop in your bank files. We'll sort it out. All your history, one cozy spot.

CSV & OFX formats 8 bank formats Duplicate detection Included with Plus and Pro

### CSV & OFX Support

Import transactions from CSV or OFX files. We automatically detect and support 8 major bank CSV formats plus standard OFX files.

### Automatic Format Detection

We automatically detect file formats (CSV or OFX) and column mappings - no manual configuration needed in most cases.

### Duplicate Protection

Smart duplicate checking ensures you can safely import files without worrying about duplicate transactions.

### Preserve Your History

Keep years of historical data when switching banks or closing accounts - your financial story stays intact.

### Works with Any Account

Import data to any connected account, or create manual accounts for institutions not supported by Plaid.

### Included on Plus and Pro

CSV import is included with Plus and Pro. Your data, your way.

## When it comes in handy

Times when you might want to bring in your old stuff

### Migrating from another app

Export your transaction history from your old app and bring it with you to Warm.

Keep all your historical data and spending patterns in one place.

### Importing from Closed Accounts

When you close a bank account, Plaid can't sync historical data anymore. Import your old statements to keep your complete financial picture.

Never lose access to your financial history.

### Adding Pre-Plaid History

Just connected your bank but want data from before? Download statement CSVs and import them to fill in your history.

Get a complete view of your spending trends over time.

### Manual Account Tracking

Track accounts not supported by Plaid - foreign banks, credit unions, investment accounts, or cash transactions.

See your entire financial picture, even unconventional accounts.

## Super simple

Three easy steps. That's it.

Download CSV or OFX from your bank

Your existing data

Upload to any account in Warm

We handle the rest

Transactions appear automatically

Complete history

Included on Plus and Pro

### Included on Plus and Pro

CSV import is included with both paid plans, so you can bring in your history and keep your data portable. Your transaction history should stay usable on your terms.

[Get Started](https://warm.io/login) [View All Plans](https://warm.io/pricing.md)

## Common questions

### What file formats are supported?

We support both CSV and OFX (Open Financial Exchange) files. For CSV files, our system automatically detects and imports from 8 bank formats including Chase, Bank of America, Wells Fargo, Capital One, Citi, American Express, Discover, and US Bank. OFX files work with virtually any financial institution that supports the standard.

### Will it create duplicate transactions?

No. We check for duplicates based on transaction date, amount, and description. You can safely import files that overlap with existing transactions - we'll only add the new ones.

### Can I import to accounts that are already connected via Plaid?

Yes. This is useful for adding historical data from before you connected the account. Our duplicate detection ensures you won't see the same transaction twice.

### What if my bank's CSV format isn't recognized?

Our automatic format detection works with most major banks. If we can't detect your format automatically, you'll have a chance to manually map the columns. If you run into issues, reach out to support - we're always improving our format detection.

## Ready to pull it all in?

Your old stuff, your new home. Takes just a few clicks on Plus or Pro.

[Get Started](https://warm.io/login)
