Is there a way to update Tags and Categories for all policies at the same time?

Rjain1 Expensify Customer Posts: 14 Expensify Newcomer
we have around 7 policies currently and i need to update the tag and category names across all policies. how can i do that efficiently?

Best Answer


  • Michael Haxhiu
    Michael Haxhiu Expensify Customer, Expensify Team Posts: 87 Expensify Team
    Hey @Rjain1, thanks for writing in with your question!

    @KayBee hit the nail on the head!

    The spreadsheet import option is the best way to update coding (in the absence of a direct accounting integration).

    If you navigate to the Categories or Tags page, you'll notice an [Import from Spreadsheet] and [Export to CSV] option. This will allow you to overwrite your existing coding options in a breeze!

    Let me know if you have any follow up questions.