Your bank exports the same CSV layout every month. Once you have told this converter which column is the date, which is the amount, and so on, there is no reason to do it again. Saving a mapping records all your column assignments so you can reload them instantly next time.

How it works

1. Give your mapping a descriptive name — for example Barclays Current Account or PayPal Sales.
2. Click Save. Your mapping is stored in your account.
3. Next time you upload a CSV from the same source, choose your saved mapping from the list on Step 2. All column assignments are restored automatically.

One source, multiple mappings

You can save more than one mapping for the same source file. This is useful when you need to import different slices of the same data into different categories — for example:

• PayPal Sales — maps the gross amount column to Amount, category set to "Income:PayPal".
• PayPal Fees — maps the fee column to Amount, category set to "Expenses:PayPal Fees".

Download the same PayPal statement twice, once with each mapping, to produce two cleanly categorised files for your accounting software.

Who can save mappings?

Saving mappings requires a free account. If you do not have one, you can register here — registration takes under a minute and is free. Saved mappings are private to your account and are not shared with other users.

Managing your mappings

All your saved mappings are listed at My Mappings. You can view, edit, or delete them at any time.