From 5e86613eff14868b70414a49c25ede323b948ba3 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 22 Jan 2026 14:26:33 +0000 Subject: [PATCH 1/3] Update providers/coinbase.mdx --- providers/coinbase.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/providers/coinbase.mdx b/providers/coinbase.mdx index af7fdea..f04e3f9 100644 --- a/providers/coinbase.mdx +++ b/providers/coinbase.mdx @@ -29,7 +29,7 @@ To use the Coinbase integration, you need: ## Getting your API credentials -1. Log in to your Coinbase account +1. Log in to your [Coinbase CDP portal](https://portal.cdp.coinbase.com/access/api) 2. Navigate to Settings → API 3. Create a new API key with the following permissions: - View account information From 1f018d5b501e3c101f5fff6821d73986ddc89800 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 22 Jan 2026 14:27:37 +0000 Subject: [PATCH 2/3] Update guides/app-features/csv-imports.mdx --- guides/app-features/csv-imports.mdx | 143 ++++++++++++++++++++++++++++ 1 file changed, 143 insertions(+) create mode 100644 guides/app-features/csv-imports.mdx diff --git a/guides/app-features/csv-imports.mdx b/guides/app-features/csv-imports.mdx new file mode 100644 index 0000000..95f4721 --- /dev/null +++ b/guides/app-features/csv-imports.mdx @@ -0,0 +1,143 @@ +--- +title: "CSV imports" +description: "Import your financial data from CSV files into Sure" +--- + +# CSV imports + +Sure supports importing financial data from CSV files, making it easy to migrate from other financial apps or add bulk data. + +## Supported import types + +You can import the following types of data via CSV: + +- **Accounts**: Create multiple accounts with opening balances +- **Transactions**: Import transaction history +- **Trades**: Import investment trades +- **Categories**: Set up your category structure +- **Rules**: Import transaction rules + +## Importing accounts + +Account imports let you quickly set up multiple accounts with their opening balances. + +### CSV format + +Your CSV file should include these columns: + +| Column | Required | Description | Example | +|--------|----------|-------------|---------| +| Account type | Yes | Type of account | Checking, Savings, Credit Card | +| Name | Yes | Account name | Main Checking Account | +| Balance | Yes | Opening balance | 1000.00 | +| Currency | No | Currency code (defaults to family currency) | USD | +| Balance Date | No | Date for the opening balance | 01/01/2024 | + +### Example CSV + +```csv +Account type,Name,Balance,Currency,Balance Date +Checking,Main Checking Account,1000.00,USD,01/01/2024 +Savings,Emergency Fund,5000.00,USD,01/15/2024 +Credit Card,Rewards Card,-500.00,USD,02/01/2024 +``` + +### Balance date column + +The optional **Balance Date** column lets you specify when the opening balance should be recorded. This is useful when: + +- Migrating historical data from another app +- Setting up accounts with balances from a specific date +- Maintaining accurate historical balance tracking + +If you don't provide a balance date, Sure will use the current date for the opening balance. + + +The date format should match your import settings. Common formats include MM/DD/YYYY, DD/MM/YYYY, and YYYY-MM-DD. + + +### Supported account types + +- Checking +- Savings +- Credit Card +- Investment +- Loan +- Property +- Vehicle +- Crypto +- Other Asset +- Other Liability + +## Importing transactions + +Transaction imports let you add historical transaction data to your accounts. + +### CSV format + +Your CSV file should include these columns: + +| Column | Required | Description | +|--------|----------|-------------| +| Date | Yes | Transaction date | +| Amount | Yes | Transaction amount | +| Name | Yes | Transaction description | +| Account | Yes | Account name | +| Category | No | Category name | +| Notes | No | Additional notes | + +### Example CSV + +```csv +Date,Amount,Name,Account,Category,Notes +01/15/2024,-45.50,Grocery Store,Main Checking,Groceries,Weekly shopping +01/16/2024,-12.00,Coffee Shop,Main Checking,Dining Out,Morning coffee +01/20/2024,2500.00,Paycheck,Main Checking,Income,Bi-weekly salary +``` + +## Import process + +1. **Navigate to imports**: Go to Settings → Imports or use the import button in the app +2. **Upload CSV**: Drag and drop your CSV file or click to browse +3. **Configure settings**: + - Select import type (Accounts, Transactions, etc.) + - Choose date format + - Set number format (decimal separator) +4. **Map columns**: Match your CSV columns to Sure's fields +5. **Review**: Check the preview of your data +6. **Import**: Confirm and import your data + +## Tips for successful imports + +1. **Use templates**: Download CSV templates from the import screen for the correct format +2. **Check encoding**: Ensure your CSV file is UTF-8 encoded +3. **Validate dates**: Make sure dates match your selected format +4. **Test with small files**: Try importing a few rows first to verify the format +5. **Clean your data**: Remove any extra columns or formatting before importing + +## Troubleshooting + +### Import fails with date errors + +Check that your date format matches the setting you selected during import. The Balance Date column in account imports must use the same format as other date fields. + +### Accounts not found + +When importing transactions, ensure the account names in your CSV exactly match existing account names in Sure. + +### Duplicate transactions + +Sure will import all rows from your CSV. Review your data before importing to avoid duplicates. + +## Limits + +- **Account imports**: Maximum 50 accounts per import +- **Transaction imports**: No hard limit, but large files may take longer to process + +## Getting help + +If you encounter issues with CSV imports: + +- Check the [troubleshooting guide](/guides/knowledge-base/troubleshooting) +- Ask in the [Discord](https://discord.gg/36ZGBsxYEK) +- Open an [issue](https://github.com/we-promise/sure/issues/new/choose) From 87d72f39ccdb7e6df9231de74d0c8a0aa2ea976b Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 22 Jan 2026 14:27:50 +0000 Subject: [PATCH 3/3] Update docs.json --- docs.json | 1 + 1 file changed, 1 insertion(+) diff --git a/docs.json b/docs.json index 75b3d7c..f7307c0 100644 --- a/docs.json +++ b/docs.json @@ -41,6 +41,7 @@ "group": "App features", "pages": [ "guides/app-features/budgets", + "guides/app-features/csv-imports", "features/recurring-transactions", "guides/app-features/settings" ]