How to import transactions from BTV to Outbank? - iOS-Version / Import Transactions - Outbank Helpdesk

How to import transactions from BTV to Outbank?

The BTV Integration is actually not available in Outbank. But you can import the transactions from the BTV Onlinebanking in an Offline Account.

  1. To import your transactions from BTV to Outbank, export them from each account as a CSV-file from the BTV website.
  2. Add an Offline Account in Outbank:
    '+NEW’ > ‘Offline Account’ on iOS and Android or ‘Options’ > ‘Add Account’ on macOS.
  3.  Start the import from the account details:
    - On your iOS device, select the account and tap on the account name above the list of transactions or use the context menu in the list of accounts (long tap on the account cell).
    - On your Android device, press the three dots in the upper right corner of the list of transactions and then select 'Settings'.
    - On your Mac, right-click or secondary click (e.g., click with two fingers at the same time) on the trackpad over the account cell in the list of accounts and select 'Import Transactions'. 
  4. Select Import Transactions'.
  5. The Outbank import window opens:
    - Select the file you want to import.
    - Select the 'BTV Website' as data source.
    - Select the account you want the transactions to be imported to.
    - If you've categorized the transactions on the BTV website, and you want to import your categories too, turn on the switch next to 'Import categories'.
    If the switch remains inactive, the imported transactions will be categorized based on your category system in Outbank.
    Any existing tags and notes will also be imported and added to Outbank.
  6. Tap on 'Import' to import the transactions into the selected account.