Can I transfer money between my accounts?
Yes, go to Overview > New > Transfer to move money between accounts.
Where do I import transactions in Koody?
To import transactions into Koody, go to Overview > New > Import Bank Transactions.
How do I export my transactions?
Go to the Transactions tab and click Export. Choose your date range and one or more formats (CSV, Excel (.xlsx), or JSON), then download. If you choose multiple formats, Koody downloads one ZIP bundle.
Can I send a transaction export to my accountant?
Yes. In the Export window on the Transactions tab, choose your date range and formats, and click Send to Accountant.
Can I make bulk edits and deletes?
Yes. On tablets, laptops, and desktops, navigate to the Transactions tab to use checkboxes and bulk actions. On phones, edit or delete items one at a time.
Can I add my own category column to my CSV file before importing my transactions?
Yes. If you'd like, you can add a Category column to your CSV and fill in your categories before you import. But you don't have to — your imported transactions are automatically categorized, and if anything looks off, you can quickly fix it with bulk edits, which is usually easier than editing the CSV itself.
Will Koody remember the description and category changes I make after importing?
Yes. When you edit an imported transaction and accept the apply-to-similar prompt, Koody updates matching transactions from the same import and remembers that change for future imports. If you decline, only the one you edited changes.
How do I use column mapping during a CSV import?
Column mapping appears only when Koody cannot confidently read your CSV headers or structure. On the Column Mapping screen, select the Date, Description, and Amount columns, optionally choose a Category column, and set the sign convention if needed. Then click Import Using These Columns, and the import will run as usual. If you do not see this column mapping step, your file was mapped automatically.
Why did my CSV import fail or show "No description"?
This usually comes down to bank-specific CSV formats. Email us at hello@koody.com, and we'll sort it out immediately.
I imported my statement successfully, but I can't find the transactions. Where did they go?
Open Transactions to see your history across all dates. If filters are active, select Reset to clear them, then search for a transaction. To review one import, go to Settings > Imports > Import History and select Review Import on its card.
Can I track recurring transactions?
Yes. You can mark income and expenses as recurring, and Koody can identify recurring payments in your imports. View next payments in Upcoming. Enable Auto-Generate Next Payment on a transaction if you want future payments recorded automatically.
Can I change my currency?
Yes. You can choose your preferred currency in Settings and use it for budgets, transactions, and other everyday money tracking.
Is my financial data secure?
Security is our top priority. We use bank-grade encryption and adhere to strict privacy protocols to protect your data. Your information is never shared without your consent, ensuring your financial data remains confidential.
What happens if I cancel my subscription?
If you cancel an active paid subscription, your access to our premium features will continue until the end of your current billing cycle. After that, your account will no longer have access to premium features. You can always come back and reactivate a paid plan later. We'll securely store the data associated with premium features for a limited time in case you decide to return.
How do I delete my account?
To delete your account, navigate to 'Edit Profile' and select 'Delete Account.' Please note that this action is irreversible and will permanently remove all your data.
Where is Koody located?
Koody is headquartered in San Francisco, California, USA.
Does Koody support tax tracking for income?
Yes. When you add income, you can mark it as taxable, choose a tax rate and due date, and Koody will calculate and track a tax set-aside based on that rate. Koody does not calculate your tax liability.
If I accidentally import the same transactions as last time, will I get duplicates?
Koody checks new imports against transactions you previously imported and skips duplicates. That means you can safely import on a schedule without worrying that the same bank CSV will double-count your history. This duplicate protection compares new imports with previous imports. If you manually entered a transaction that also exists in your CSV, that can still create a duplicate, so it is worth reviewing after your upload. If you are unsure, you can ask Koody AI to help you spot likely duplicates so you can clean them up quickly.
Can I import data from multiple financial institutions?
Yes. You can import statements from multiple banks and cards into Koody. Each time you import, you choose the Koody account the file should go into, so your transaction history stays organized across institutions.
Can I import PDF bank statements and CSV files into Koody?
Yes. Koody imports bank and credit card statement PDFs, along with transaction CSV files from banks, cards, spreadsheets, and other budgeting apps. Choose the matching Koody account, upload the file, and Koody will organize and auto-categorize the transactions.
