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How to import expenses/reports from Excel?
Hello
I'm setting up expensify and before expensify, I was using just excels.
I want to upload a list of my expenses (which is in excel at the moment) to Expensify. How can I do this?
I see an option to import Credit Card or to import receipts but not to do it with full reports.
Tks for your help
David
Answers
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Hi @DVDJB11 - you can't import 'expense report' - you would import all the expenses and then add them to the reports.
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Hi Aussiebandit,
Thank you for your answer!!
Could you tell me how to import all the expenses?
I can't find info about this. I have the expenses in Excel and want to import them to Expensify.Cheers,
David
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Hey David! You can import transactions from spreadsheet into your account via the blue profile icon in the top-right of the web app > Account Settings > Credit Card Import. There, click Import Transactions from CSV.
You can also read more about this in our help docs too!
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Hey Conor! Thanks for your assistance. I'm still stuck though
Here's what's happening. If I download transactions from my bank I have no problem uploading them into expensify through CSV.However, when I try to do the same with my expenses that were done by cash and are in excel I get an error message. It tells me that the attribute value mapping is missing.
It would be great if Expensify had an excel with a fixed format that we could download, add there the expenses and import back to Expensify. Is there such a thing?
Anyways, I'm attaching here some pics to see what my excel looks like and what I get in Expensify.
Thanks again for everybody's help.
David
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Hey @DVDJB11, oh no! Sorry that this isn't working well here. Would you mind DM'ing me that file, so that I can investigate and see how we can get that mapped correctly?
Thanks!
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Has there been any progress on this? I would love to have a template to upload expenses for the month that I keep outside of Expensify (i.e. excel). Is there an upload template, or, can I follow the template in csv form that I download from Expensify?
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Has anyone found a template for this?
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Great question and so sorry for not getting back to you all, this one slipped past me!
You can use the default template I've attached below to upload expenses, I hope this helps. Additionally, we only support mapping the merchant, date, amount, category and tag fields, so these are the only ones in the spreadsheet.
Please note, I've had to zip the file in order to attach it.
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Hi Sheena,
I see that I'm late to this thread. I just joined Expensify and just discovered that I have to manually import all most of my CC transactions from last year. I see your mapping categories here. I was getting the same errors with my CSV spreadsheet. In my spreadsheet, I have two amount columns, one for purchases and for credits back to my card. I assume I would make two "Amount columns" but how would I differentiate between the purchases and the credits? -
Hi @HKelley, instead of having two Amount columns, you'd want a single amount column with the the credits as negative amounts. To do this, you'd place parentheses around the credit amounts; like so, ($150.00).
This should allow you to import the expenses into Expensify, but let me know if you run into any trouble.
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Perfect! Thank you!
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Hi! It seems there was a "Help Doc" mentioned previously in this thread, but it no longer directs the user to any specific document, just takes you back to the search page - and when I search that feature, the Import Transactions From File, I can't find a great article to help with this like I could before - can you direct me to a specific article? Thank you!
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@DanaeHawthorne721 that was our old Help Centre! You'll want either how to import to a personal account, or to the domain.
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Is there no way to import the 'Description' field in this spreadsheet import methodology?
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Hi @sbumbalo! If you include a 'Description' column in your CSV when uploading your file, you can select the "Comment" attribute for this column, and the information from the 'Description' column in your CSV will populate in the 'Description' field of the expenses.
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@Mark Louis , I'm not seeing Comment in the Attribute dropdown. Am I using the wrong import method?
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Hi @sbumbalo - ah, you're right. The "Comment" attribute is available for company card CSV uploads but not for personal credit card import via CSV.
