Aggregate Finance

Switching from Muse

Export from Muse

  1. In Muse, ask it to export your transactions as a CSV file, with a date, a description and an amount for each.
  2. Download the file it makes.
  3. You’ll be asked which column is which the first time. We remember it for your next Muse file.

What Aggregate Finance imports

The columns Aggregate Finance reads from your Muse file, and the column on your spreadsheet’s Transactions tab that each Muse column fills. Imported rows say Imported in the Source column.

The date columngoes toDate
The description columngoes toMerchant
The amount columngoes toAmount
You say whether money out is negative or positive in the file
A category column, if there is onegoes toCategory
Matched to your categories. You choose any we can’t match
A notes column, if there is onegoes toNotes
muse-transactions.csvYour file
Date,Description,Amount,Category
2026-03-02,Corner Market,-62.10,Groceries
2026-03-13,Example Employer,2850.00,Paycheck
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2026Corner MarketFood & drinkYou choose$62.10Imported
Mar 13, 2026Example EmployerIncomeYou choose-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your Muse export covers the years before that.

  2. Upload your Muse file

    Choose Start an import on your dashboard, pick Muse, and upload the file. The first time, you tell us which column is which.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

Muse is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by Muse.