Importing transactions via CSV or receipts

Bring in transaction history and receipts outside of bank syncing

Updated 15 July 2026

If you want to bring in a transaction history that isn't covered by a linked bank account, you can import it directly via CSV.

You can also upload receipts as you go. Twill can match a receipt from your inbox straight to the right transaction, so you don't have to do it by hand.

This is useful for backfilling history when you first set up Twill, or for keeping records for transactions made outside your linked accounts.