Import & migration

Bring your history with you

Export from the tool you are leaving and the import wizard does the rest: Stessa, QuickBooks, REI Hub and Baselane files are recognized from their own columns (any other CSV maps in a step), categories are matched onto yours, assets are created as they are found, and duplicates are flagged before anything is written. No bank connection required, on every plan — and one click undoes an import.

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myprism.money/import
The import wizard reading a Stessa export: source recognized, columns mapped, and the properties and categories it will create shown before anything is written
What it does

The majors, recognized

Stessa, QuickBooks, REI Hub and Baselane exports are recognized from their own columns; any other CSV maps in one extra step.

History past the backfill

Banks only send back so much — often a year, sometimes ninety days. Import the older statements and the books reach as far back as your records do.

Your categories, kept

Source categories map onto yours — suggested automatically, confirmed by you — and likely duplicates are flagged before the import runs.

Undo, always

Every import is a batch with its own undo, so you can try Prism on your real data before connecting a bank or paying for anything.

How it works

Upload the export

Drop the CSV in; the source and its columns are recognized on sight.

Confirm the mapping

Properties match to assets — new ones are created on the spot — and categories map onto your own. You confirm, rather than fill in a form.

Review and import

Row count, date span, totals and duplicates, stated before anything is written. One click imports; one click undoes.

Questions
My bank only synced a few months of history. Can I get the rest in?
Yes. How far back a connection reaches is the bank's choice — some send two years, some ninety days. Once an account is connected, the import wizard takes a CSV of the older statements, shows you where its synced history starts, imports only what the sync did not cover, and flags anything that looks like a duplicate. The same importer reads another tool's export, and every import can be undone in one click.
How do I move my books over from another tool?
Export your records and upload them to the import wizard: Stessa, QuickBooks, REI Hub and Baselane exports are recognized from their own columns, categories are mapped onto yours (suggested automatically, confirmed by you — mapping is a review step, not magic), properties become assets, and duplicates are flagged before anything is written. Then link your bank accounts and Plaid keeps new transactions arriving — the import covers the years the bank will not resend. Every import can be undone, so many people import first, poke around, and only then connect a bank. Most still run both tools for a month and cut over at a month boundary.
Is there really a free plan?
Yes — the Free plan is free forever and includes automatic bank sync, transaction tracking, and core reporting for up to 3 assets. No credit card required to start.

More of them on the full FAQ.

Next to this

Automatic bank sync Performance analytics All features

Put it to work on your own numbers

Add one asset, link one account, and see what a month looks like.

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