Importing data
Tip
I've not yet finished writing this tutorial. Some items may not be filled in yet. I apologize for the inconvenience. Please refer to the support page if you have questions.
Introduction
(TODO link to other tutorials)
In order to import transactions into Firefly III, you'll have to install the Firefly III Data Importer. This app connects to the Firefly III API.
Firefly III and the Data Importer are two different applications.
This data importer is a universal importer, which means it can import from any sources you can think of. And if it can't, well then drop me a line and make me add your favorite data source.
The data import supports a variety of sources:
- You can import CSV files from any source: your bank, YNAB, Tiller or any other source of financial data.
- You can import from your bank directly using a secure connection.
- You can set it up to run daily or weekly to keep Firefly III up to date.
Other import tools
The documentation for the Data Importer lists other tools that you can use to import data.
Custom importing
If none of these import methods support your bank or financial organisation, please check out the API.