How-to: Import personal card expenses via a spreadsheet

Mark LouisMark Louis Expensify Team Posts: 124 Expensify Team
edited November 2020 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. If you've previously imported a spreadsheet, choose your preset mapping and everything will be filled in.
  6. 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. If necessary, you can also map the Category and Tag.
  7. 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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