Imports

Cashew import workspace

Import CSV files and prepare monthly review totals.

Back to dashboard

Available periods: 2026-04, 2026-03

Review builder

Prepare a monthly review from Cashew

Pick a period, assign review buckets by category, and inspect only that month’s transactions directly below.

Available periods: 2026-04, 2026-03

Selected month2026-04
ExpensesCHF 485
FixedCHF 0
TravelCHF 0
ExtraCHF 0
Una tantumCHF 0
Category assignment for 2026-04Assign what belongs to expenses, fixed costs, travel, extra, or una tantum.
UseCategoryTransactionsAmountReview bucket
Advance payment
1CHF 420
Public transport
1CHF 65
Adjustment
1CHF 0
AccommodationIncludes FX conversion
1CHF 0
Transactions for 2026-04Only rows from this period are shown here.
DateNameCategoryAmountStatusAction
2026-04-15
Balance correction
saldo aggiornato		AdjustmentCHF 58.00Excluded
2026-04-11
Tax advance
Advance paymentCHF 420.00Included
2026-04-06
Train Pass
Public transportCHF 64.50Included
2026-04-02
Hotel Deposit
Weekend city breakConverted to CHF in category totals when available		Accommodation€110.00Included
Import files

Manage imported files

Rename, delete, or reset imports.

March - April 2026

7 rows

Source file: demo-cashew-march-april.csv

Imported at 2026-04-25T10:15:00.000Z