Dolla

Import your first transactions

Bring real data into Dolla with CSV import or a supported bank feed.

Pick the fastest path that fits your source

  • Use CSV if your bank exports transaction tables.
  • Use Connect bank if you want live open-banking sync through Basiq.

What happens after upload

The import workspace is wizard-based. You upload a file, review the detected structure, map the key fields, preview the results, and then confirm what should be saved.

Why the first import matters

Until transactions exist, dashboards, reports, rules, and budgets have very little to work with. A good first import unlocks the rest of the product quickly.