Firefly III CSV importer

A tool to import CSV files into Firefly III
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• About the Firefly III CSV importer
  • Purpose
  • Features
  • Who's it for?
• Getting Started
  • Using the web interface
  • Using the auto-import
• Known import challenges
• Other stuff
  • Contribute
  • Support the development of Firefly III
  • Contact

About the Firefly III CSV importer

Welcome! You found the CSV importer, a tool to import CSV files into Firefly III. The name kind of gave it away, didn't it?

This tool is built and designed to make it easy to import data into your Firefly III installation. It uses CSV files (duh) and optionally, a config file (from your bank perhaps?) to make everything go smooth.

Purpose

Use this tool to (automatically) import your bank's CSV files into Firefly III. If you're a bit of a developer, feel free to use this code to generate your own import tool.

Features

• This tool will let you download or generate a configuration file, so the next import will go faster.
• It will not import duplicate transactions.
• It can recognize all currencies, transaction types and other things that Firefly III supports.

Who's it for?

Anybody who uses Firefly III and wants to automatically import files.

Getting Started

You can use this tool in several ways.

1. Install it on your server using composer.
2. Use the Docker-image.
3. Use the public instance.

Generally speaking, it's easiest to use and install this tool the same way as you use Firefly III. And although it features an excellent web-interface, you can also use the command line to import your data.

There are upgrade instructions for both methods of installation.

The full usage instructions can be found in the documentation. Basically, this is the workflow:

Using the web interface

1. Set up and configure the CSV importer.
2. Upload your CSV file.
3. Tell the importer what your CSV file looks like..
4. Set each column's role and data type.
5. Map values in the CSV file to existing values in your database.
6. Enjoy the result in Firefly III.

Using the command line

1. Set up and configure the CSV importer.
2. Follow the command line instructions

Using the auto-import

1. Import at least once, so you'll have a configuration file.
2. Or, get a configuration file from the repository.
3. Run the Docker inline import command

Known import challenges

Most people run into the same problems when importing data into Firefly III. Read more about those on the following pages:

1. Issues with your tokens
2. Often seen errors and issues.
3. Frequently asked questions.
4. My bank delivers bad CSV files, what do I do now?

Other stuff

Contribute

Your help is always welcome! Feel free to open issues in the main Firefly III repository, ask questions, talk about it and discuss this tool. You can also join reddit or follow me on Twitter.

Of course, there are some contributing guidelines and a code of conduct, which I invite you to check out.

For all other contributions, see below.

Support the development of Firefly III

If you like this tool and if it helps you save lots of money, why not send me a dime for every dollar saved!

OK that was a joke. You can donate using Patreon or the GitHub Sponsors Program.

This work is licensed under the GNU Affero General Public License v3.

Contact

You can contact me at [email protected], you may open an issue in the main repository or contact me through the various social media pages there are: reddit and Twitter.