Bring old statements into Warm.

Import a CSV or OFX file from your bank. Warm adds its transactions to your history.

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Warm adds new transactions and skips duplicates.

  • CSV and OFX files both work Export either one from your bank's site.

  • Duplicates are skipped Warm matches rows already in your history.

  • Closed accounts can stay in your history Import statements from an account you no longer use.

  • Your history goes as far back as your file Warm imports what the file contains.

Imported transactions join the rest.

They show in the same list as your synced transactions.

Example data

Connect a bank to keep it current.

Imports fill in the past. A bank connection keeps new transactions coming.

About bank connections
Example data

How a file from your bank turns into transactions in Warm.

Warm reads the file from your bank and checks for transactions you already have before it adds anything.

Step 1 of 3
You download a file of your transactions from your bank's website. Most banks offer a CSV or OFX file.

Import your first file.

Create your dashboard