Exp Planner

Import from Revolut

Download a Revolut statement as CSV and bring it into Exp Planner. What's recognised as it is, what counts as a transfer, and what's left out.

Revolut’s CSV statement is recognised as it is: there are no columns to match up. Each Revolut account (each currency) is its own statement, and becomes its own account in Exp Planner.

Get the file

  1. In the Revolut app, open Accounts and pick the account (EUR, USD…).
  2. Tap Statement, choose Excel/CSV, pick the period and choose CSV.
  3. Save or share the file. On Android you can Share it straight to Exp Planner, and it opens on Import.

The first time, take three months: Insights fills in, and the app suggests the regular payments it finds as bills.

Import it

On the Import screen, choose the account the statement belongs to and drop the file in. The preview shows every row before anything is saved (see Import from your bank for the rest).

What’s recognised

  • The date you paid, not the day it settled (Revolut’s Started Date; Completed Date when that’s empty).
  • Fees become their own expense row, so a card payment with a fee is two rows: the purchase and the fee.
  • Exchanges, top-ups and moves to your pockets and savings are money moving between your own accounts: they come in as transfers, and are paired with their other half after the import when that account is in Exp Planner too.
  • Amounts in each currency’s own units, yen and dinars included.

What’s left out

Pending, reverted and declined payments aren’t imported: the preview lists them with the reason. Import again later and a payment that has gone through comes in then, without a duplicate.

In another currency

A Revolut account in another currency stays in it: its balance shows in its own currency and, converted, in your budget currency. See Accounts and credit cards.