Ability to import transactions from one CSV across multiple accounts | Voters

Ability to import transactions from one CSV across multiple accounts

Liam

Hello,

Currently, we have to import transactions multiple times across different accounts and CSV files. It would be nice if we could somehow import all of them under one csv, where a column indicated the account and Whisper Money soft matches it (e.g., Chequing matches Checking).

June 16, 2026

Víctor Falcón

What’s the real use case for something like this?

Usually, we just pull a CSV from the bank, import it, and then all the transactions end up under a single account.

Liam

Víctor Falcón
When I am importing my transactions, I manually download a CSV from my Savings, Chequing, Mastercard, etc. 
It would be nice if I could upload one CSV (that I generate) with an Account column so Whisper Money could automatically assign that transaction to a saved Whisper Money Account. Rather than uploading 3 CSV's, it is just one.