CSV statement import
Some accounts can't be linked — old 401(k)s, niche brokers, foreign banks. Import a CSV statement and they still count in your net worth, transactions, and budget.
How it works
- 1Export a CSV from any account a link can't reach — old 401(k)s, niche brokers, foreign banks.
- 2Drop it in; Velira maps the columns and brings the transactions in.
- 3Now that account counts in your net worth and budget like any linked one.
What you get
- Bring in accounts no aggregator can reach, by CSV
- Column-mapping import for transactions
- Imported accounts count in net worth and budget like linked ones
- Your complete picture even when a link isn't possible
Common questions
What is CSV statement import?
Some accounts can't be linked — old 401(k)s, niche brokers, foreign banks. Import a CSV statement and they still count in your net worth, transactions, and budget.
How does CSV statement import work?
Export a CSV from any account a link can't reach — old 401(k)s, niche brokers, foreign banks. Drop it in; Velira maps the columns and brings the transactions in. Now that account counts in your net worth and budget like any linked one.
What do I get with CSV statement import?
Bring in accounts no aggregator can reach, by CSV; Column-mapping import for transactions; Imported accounts count in net worth and budget like linked ones; Your complete picture even when a link isn't possible.