Bulk import

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Emer
Emer Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day

I want to migrate from my trusty old spreadsheet to Expensify. Is there a way to import all the expenses I have already entered on the spreadsheet?

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  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited March 2020
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    Hi @Emer, welcome to the Community! You absolutely can use a spreadsheet to import all of your expenses, I'm so glad you asked. We have a step by step guide to do that here but I'm happy to give you an overview of the process.

    1. Log into your account using a web browser,
    2. Navigate to your Settings > Your Account > Credit Card Import tab,
    3. Click Import Transactions from File.

    We support importing transactions using any of the follow file types; CSV, XLS, OFX, QFX. Cheers!

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