Frequently Asked Questions

CSV import: from which banks I can import history?

(state as of version 0.9.7)

Polish banks and fintechs:

  • Credit Agricole
  • BNP Paribas (XLSX format)
  • Santander Bank
  • mBank (only basic, outdated support)
  • ING Bank Śląski (only basic, outdated support)
  • Alior Bank (only basic, outdated support)
  • Igoria Card
  • SkyCash

German banks:

  • Postbank (outdated support)
  • norisBank (only basic, outdated support)

Deprecated drivers (those banks don’t exist anymore):

  • Meritum Bank (polish)
  • Deutsche Bank (polish)
  • Credit Agricole (polish) (older format pre-2019)

Thanks to implementing of EU directive (PSD2) by banking institutions, some banks support aggregation of accounts of other banks. If given bank supports it, and CostPal has a driver for that bank, the same driver can be used for importing history from those other banks (you need to link it first using your bank website).

As of 03.08.2021, below polish banks support aggregation of other bank accounts:

  • Alior Bank - BNP Paribas, ING, mBank, Millenium, Pekao, PKO, Santander (7)
  • ING Bank Śląski - Alior, BNP Paribas, mBank, Millenium, Pekao, PKO, Santander (7)
  • Bank Millenium - Alior, BNP Paribas, Citi Handlowy, ING, Inteligo, mBank, Pekao, PKO, Santander (9)
  • Bank Pekao - Alior, BNP Paribas, ING, Inteligo, mBank, Millennium, PKO, Santander (8)
  • Santander Bank - Alior, BNP Paribas, ING, mBank, Millenium, Pekao, PKO (7)

As you can see, you can use existing drivers for Santander Bank, ING Bank Śląski or Alior Bank, to import data from banks that are not yet supported by CostPal natively.

CSV import: in some situations I would expect ‘account - internal transfer’ entry, but there is usual entry instead.

Not enough data from CSV. Because CSV usually contains only limited amount of useful data, we can only make ‘best educated guess’. To make internal transfer we need data from 2 accounts, while the CSV you provided is naturally exported only from one of two accounts being involved. However in case CSV does contain enough info, then use Import Preferences where you define your account numbers and mapped CostPal account for all your accounts. Internal transfer entries will be then created with correct account assigned.

Note

If you import data also from your other account involved in internal transfer transaction, please make sure you don’t import the corresponding mirror entry from other file, as CostPal doesn’t try to guess if the entry being imported corresponds to other entry already imported on behalf of different mapping. You are responsible for detecting such duplicates at import time.