Importing Transactions
Import bank and payment data from CSV files, Open Banking, PayPal, Amazon, and more.
Supported Import Methods#
| Method | Source | Auto-sync |
|---|---|---|
| CSV Upload | NatWest, Starling, Monzo, any UK bank | Manual |
| Open Banking | Plaid (300+ UK banks) | Automatic |
| PayPal | PayPal REST API | Manual import |
| Amazon Seller | Amazon Seller Central (SP-API) | Manual import |
| Amazon Buyer | Amazon Order History | Manual import |
| Wise | Wise multi-currency | Coming soon |
| Revolut | Revolut multi-currency | Coming soon |
CSV Import#
Navigate to Import and upload your bank statement CSV. TaxMTD auto-detects:
- NatWest - Date, Type, Description, Value, Balance
- Starling - Date, Counter Party, Reference, Type, Amount, Balance
- Monzo - Full Monzo export with merchant data
- Generic - Any CSV with date, description, and amount columns
Source Labels#
Every imported transaction is tagged with its source:
| Source | Badge | Import Method |
|---|---|---|
| NatWest | :badge[NatWest]{color="info"} | CSV |
| Starling | :badge[Starling]{color="success"} | CSV |
| Monzo | :badge[Monzo]{color="error"} | CSV |
| PayPal | :badge[PayPal]{color="warning"} | API |
| Amazon Seller | :badge[Amazon Seller]{color="warning"} | SP-API |
| Amazon Buyer | :badge[Amazon Buyer]{color="info"} | Order History |
| Plaid | :badge[Plaid]{color="success"} | Open Banking |
Smart Transfer Detection#
When you import a NatWest CSV containing PAYPAL PAYMENT entries, TaxMTD automatically:
- Tags them as bank transfers (not real expenses)
- Marks them as excluded from tax calculations
- Shows a :badge[Transfer ↔]{color="neutral"} indicator
This prevents double-counting when you also import PayPal transactions.
Amazon Seller Integration#
Connect your Amazon Seller Central account to import orders, fees, refunds, and FBA settlements.
What Gets Imported#
- Completed orders with line items
- Amazon fees (referral, FBA, advertising)
- Refunds and returns
- FBA settlement reports
- Profit/loss per product
TaxMTD calculates profit per product after deducting Amazon fees, shipping, and refunds.
Amazon Buyer Integration#
Import your Amazon purchase history to automatically categorise business expenses.
What Gets Imported#
- Full order history with item details
- Auto-matching to bank transactions
- Business vs personal split per item
- HMRC-ready expense categorisation
This is unique to TaxMTD - no other UK accounting platform imports Amazon purchase history or auto-splits business vs personal items.
API Example#
const res = await fetch('https://taxmtd.uk/api/upload', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
csv: csvContent,
periodStart: '2026-01-30',
periodEnd: '2026-02-27',
periodLabel: 'Jan 2026'
})
})
const { data } = await res.json()
console.log(`Imported ${data.stats.total} transactions from ${data.bankLabel}`)