Gem Help Guide

Import

You can import transactions from almost any CSV file, like bank statements or transactions from another app.

The file just needs to include these columns:

  • Date
  • Amount
  • Category

Gem automatically detects these columns. If necessary, you’ll be asked to highlight them.

  1. Go to the Settings > Import data
  2. Tap Select CSV file, and choose the file
  3. If Gem didn't detect some columns, you'll be asked to highlight them: Look for that column in the table on screen, tap it, and then tap Confirm
  4. In the Review & import screen, make sure the columns are correct
  5. If you wish, tap Sub-category and Note to include more details
  6. If your file includes income transactions: Before importing, add a column whose values are expense or income. Then, in Review & Import, choose that column under Transaction type
  7. Make sure the date format is correct
  8. Tap Import and wait
  9. You're done!
Tip

  • Gem will add the transactions to your favorite wallet if you have one. If you don't want that: Go to Settings > Import & Apple Pay > Preferences, then turn off Add to favorite wallets

  • Not sure how to get a CSV file? On your bank website, look for a table, or spreadsheet, or download button. If the file is an Excel spreadsheet, you can import it to your Google Sheets and export it back to CSV

Notice

Coming soon: Importing transactions to a specific wallet, deleting and searching for recently imported transactions.

Notice

You can import up to 1,000 records at a time. If you have more records than that, please split them to different files.

Import rules

Gem can automate the edits you make to expenses imported from a CSV file or via Shortcuts. For example, auto-categorizing them based on your edits.

Adding to favorite wallets. Gem adds imported expenses to the default wallets you set in Settings > New items. If you don't want that:

  1. Go to Settings > Import & Apple Pay > Preferences
  2. Turn off Add to favorite wallets

Automatic creation of rules. When you categorize imported expenses, Gem creates rules like this: If expense has note "CarShop LLC" then set category "Car". This saves you time by automatically categorizing similar future expenses. You can edit and remove these rules from Settings > Import & Apple Pay > Auto-edit . If you don't want Gem to remember your edits:

  1. Go to Settings > Import & Apple Pay > Preferences
  2. Turn off Remember my edits

Expenses without categories. When expenses are created via Shortcuts, Gem adds the merchant name to the Note field, and leaves the Category field empty if it doesn't find any category or import rule matching the note exactly. Such expenses appear with dashed line in your history, allowing you to find and categorize them later. If you want Gem to create a new category for every note:

  1. Go to Settings > Import & Apple Pay > Preferences
  2. Turn off Uncategorized expenses

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