Free Feature

Import Transactions

Switching to Pocket Clear from another app or spreadsheet? You can import your existing transaction history from a CSV or Excel file. This is a free feature available to all users — no Pro subscription required.

The import tool reads your file, maps the columns to Pocket Clear's fields (date, amount, category, note, payment type), and creates transactions in bulk. You will see a preview before confirming, so you can verify that everything looks correct before the data is added.

Pocket Clear uses smart duplicate detection during import. If a transaction with the same date, amount, and note already exists, it will be flagged as a potential duplicate and you can choose to skip it or import it anyway. This prevents accidental double-counting when re-importing the same file.

How to import transactions

1. Open Pocket Clear and tap Settings (gear icon).
2. Tap Import Transactions.
3. Select a CSV or Excel (.xlsx) file from your device.
4. Map the columns in your file to Pocket Clear fields (date, amount, category, note).
5. Review the preview and resolve any flagged duplicates.
6. Tap Import to add the transactions to your account.

Expected file format

• Your file should have a header row with column names.
• At minimum, you need a date and an amount column.
• Dates should be in a standard format (YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY).
• Amounts should be numeric (no currency symbols). Negative values are treated as income.
• Category and note columns are optional — if present, Pocket Clear will match category names to your existing categories.