Download your transactions from Wealthfront as CSV, then drop the file below. Future uploads just add what's new — duplicates are skipped automatically.
Drop a Wealthfront CSV export. New rows are added; anything already imported is skipped, so you can safely re-upload the all-time file. Your categories, notes, person tags, budget months, and reviewed marks stay attached to transactions you've already edited — re-uploading never wipes them.