CSV import

CSV import for bookkeeping records that are stuck in spreadsheets

Start with the records you already have, even if they live in a spreadsheet today.

LedgerLumen supports CSV imports so owners can bring in transaction records from spreadsheets, banks, or older tools, then review categories and cleanup issues.

Create workspace

LedgerLumen CSV import review showing detected columns, ready transactions, skipped rows, and sample transaction categories

At a glance

A clean import path matters because small businesses rarely start from a perfect system. LedgerLumen treats CSVs as a first-class starting point.

Preview before records matter

Imported rows can be reviewed before they become part of the working bookkeeping flow.

Recover from messy columns

CSV review helps owners map dates, descriptions, amounts, and categories without rebuilding a spreadsheet by hand.

Use imports without bank sync

Owners can keep using manual and CSV workflows even if they never connect a bank account.

Trust and fit

Built for the owner who still has to answer the money questions.

Bank connection is optional
CSV import and manual records work as first sources
Imported records can feed reports and advisor exports