Import Your Data with One Click: Discover Boney’s New Functionality

Why Data Import is a Game-Changer for Boney Users

Switching to a new app to manage your finances can feel daunting. Many hesitate to take the leap, fearing the loss of their data or the need to start from scratch. With Boney’s new data import functionality, those worries are a thing of the past.

In just a few clicks, you can transfer all your expenses from another app directly into your Boney budgets. No need to manually re-enter everything! This fast and accurate process ensures your information is preserved and ready to be organized.

Thanks to the CSV format, which is compatible with many applications, the transition is smooth and effortless. You’ll enjoy Boney’s advanced features while retaining the history of your expenses.

This innovation perfectly embodies Boney’s mission: to make personal finance management simple, effective, and accessible. Whether you’re a new user or centralizing your tools, this feature helps you save time while maintaining a clear view of your finances.

How to Import CSV Data into Boney in Just a Few Clicks

Boney’s data import functionality is designed to be simple and personalized. You can import your expenses into the budget of your choice, ensuring a clear and precise organization. Here’s how it works:

Step 1: Prepare Your CSV Data

Before importing, make sure your CSV file meets Boney’s requirements. Each row should include:

• Date: in the format DD/MM/YYYY (example: 21/12/2024).
• Name: a description of the expense (example: "Restaurant").
• Amount: a number representing the expense amount, without the currency (example: "50.00").

If needed, use software like Excel, Google Sheets, or ChatGPT to structure your data before importing.

Step 2: Select the Relevant Budget

Go to the Budgets section in your Boney app and choose the budget where you want to import expenses. For instance, if you’re adding your dining expenses, select the budget dedicated to dining out.

Step 3: Use the “Import” Function

Once in the relevant budget, click on the dropdown menu and select Import. The app will prompt you to upload your CSV file.

Step 4: Upload and Verify Your CSV File

Choose the file to import. Once uploaded, Boney will preview your data so you can ensure everything is correct:

• Dates are in the required format.
• Expense names are clear and accurate.
• Amounts match your transactions.

This step is crucial to avoid errors before integrating your data.

Step 5: Confirm the Import

Once everything is verified, Boney will automatically assign the expenses to the selected budget. Within seconds, your data will appear in the budget tracking and enhance your financial analysis.

Why Import by Budget?
This approach ensures precise and personalized financial management. Each expense is directly allocated to the correct budget category, making it easier to track and analyze every aspect of your finances in detail and according to your needs.

The Benefits of Unifying Your Finances in One Tool Like Boney

With the new data import functionality, Boney becomes your central hub for managing your finances clearly and efficiently. This centralization offers many advantages, from simplifying your daily routines to improving your budget mastery.

A Personalized and Organized Financial Management

Importing your expenses directly into the corresponding budgets keeps everything optimally organized. Groceries go into the food budget, outings into leisure, and so on. This system prevents confusion and provides a clear, structured overview. You’ll always know where your money is going and how it’s distributed across your budgets. With this clarity, you can easily identify areas where expenses are excessive and take steps to adjust.

Save Time and Effort

Manual data entry is not only tedious but also prone to errors. With CSV import, just a few clicks are all it takes to transfer your data from other tools into Boney. Whether it’s a month or several years of expenses, everything is integrated quickly and effortlessly. This saved time allows you to focus on analyzing your finances and making better decisions.

A Comprehensive View of Your Finances

Centralizing all your expenses in Boney gives you a complete picture of your financial situation. Instead of juggling multiple tools or apps, you can now analyze your finances in one place. This helps you spot spending patterns and plan for the months ahead. For example, if your subscriptions or dining out regularly exceed your limits, you can adjust your budgets to better meet your financial goals.

A Smooth Transition Between Tools

If you’ve been using another app or spreadsheet to track your finances, the import feature makes the transition easy. There’s no need to start your financial management from scratch—your existing data integrates seamlessly into Boney. This allows you to combine your expense history with Boney’s modern and dynamic tools, like interactive graphs and automated budget tracking.

A Tool That Evolves With Your Needs

Boney isn’t just a static platform to store your expenses. By unifying your data in one tool, you also gain access to advanced features: budget overage alerts, visual progress tracking, and personalized recommendations. Your imported data becomes an active resource, helping you improve your financial management over time and achieve your goals more easily.

Conclusion

With its new CSV data import functionality, Boney makes personal finance management easier than ever. Whether you’re coming from another app or centralizing your expenses, this feature allows you to migrate your data seamlessly.

In just a few clicks, you can enjoy a clear organization, a global view of your budgets, and a significant time-saving advantage. No need to juggle multiple tools—Boney becomes your single ally to plan, analyze, and optimize your finances daily.

Take action now! Try the CSV import feature and see how it can transform your budgeting experience. You deserve a simple, effective approach to take control of your money.