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How-to: Import personal card expenses via a spreadsheet

Mark LouisMark Louis Expensify Team Posts: 136 Expensify Team
edited February 19 in How-to Docs

You can import any bank into Expensify using a spreadsheet, as long as it is in the file format CSV, XLS, OFX, or QFX. This option can be useful, for example, if your bank is not supported, or if you need to import earlier transactions beyond the default 30-90 day period banks allow.

To import expenses incurred on a personal card via a spreadsheet, follow these steps:

  1. Download a spreadsheet of your expenses directly from your online banking account. 
  2. Once you have this file, log into Expensify and click Settings > Account > Credit Card Import.
  3. Click "Import Transactions from File"
  4. On the next screen, select "Upload"
  5. Next, you'll need to define the details of your file. Set the date format and currency to your needs.
  6. If you've previously imported expenses for the same card, choose the Default Layout of a previously uploaded spreadsheet.
  7. Scroll down and select which columns have the merchant, date (formatted yyyy-mm-dd) and amount (as a number without a $ sign)– these are required presets which must be assigned.
  8. You can also map specific Categories and Tags as long as you don't have an integration connection to your default group policy. If you have an integration connected, you'll want to add the Categories and Tags to the expense after it's uploaded.
  9. Check the preview of your selection under Output Preview. If it looks good, you can then select "Add Expenses".

You're done! The CSV spreadsheet import will now appear under Imported Card Feeds. You can view the imported transactions by clicking "View Expenses" under the file feed.

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