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Move Data In and Out

The Data page handles user-owned data tools. Server-wide database backups remain an Admin feature.

This page summarizes the import and export paths available to a regular user. Each section links out to the deeper reference for that flow.

How do I sync from my bank?

When bank sync is enabled by an admin, a user can connect a SimpleFIN Bridge setup token. BillTracker exchanges it for an access URL, encrypts the stored secret, and imports transactions from monitored accounts.

Available actions include:

  • Routine background sync (auto retries transient failures with up to 3 attempts and 1 s / 2 s delays, times out at 30 s per request)
  • Manual Sync Now (up to 30 days, configurable)
  • Up to 44 days of effective backfill (one day under SimpleFIN Bridge's 45-day hard limit)
  • Account monitoring controls
  • Transaction matching, ignore state, and suggestion rejection
  • Auto-matched — review panel for the last 7 days of merchant-rule auto-matches, with per-row Undo

Sync, sync-all, and backfill endpoints are rate-limited to 10 requests per 15 minutes per authenticated user.

How do I import a CSV of transactions?

Use CSV import for transaction records. The flow separates preview and commit so you can inspect mappings before data is written.

How do I import a spreadsheet of past bills?

Spreadsheet import previews workbook rows, suggests matches, and allows row-level decisions before apply. Preview sessions expire after 24 hours.

How do I restore a user data export?

The user SQLite import flow validates the uploaded database and maps imported records to the current user.

How do I tune catalog matching?

The Service Catalog at /subscriptions/catalog lets users tune descriptor matching. Catalog entries include researched bank statement descriptors and slang; users can add custom bank descriptors to improve auto-matching for their own account. Tracked entries appear with price-drift indicators; the Re-link dialog swaps or removes a catalog link. See Service Catalog for the full workflow.

What can I export?

The Data page provides:

  • A user-owned SQLite data export
  • An Excel workbook export

These exports do not include passwords, sessions, admin settings, server configuration, other users' data, or server backup files.

How do I disable imports for this deployment?

Set DATA_IMPORT_ENABLED=false to disable import endpoints while keeping export tools available.

Next steps