Import personal card transactions from a spreadsheet

If your bank isn’t supported by a direct connection, you can still import personal card transactions into Expensify using a spreadsheet file. This allows you to track and submit expenses without connecting your bank account.

If your bank is supported, you can connect your account to automatically import transactions. Learn how to manage personal cards.

Who can import personal card transactions from a spreadsheet

Anyone can import personal card transactions using a spreadsheet file in their account.

How to import personal card transactions from a spreadsheet

1. In the navigation tabs (on the left on web, on the bottom on mobile) select Wallet.
2. In the Assigned Cards section, choose Import transactions.
3. Enter a display name and configure the currency, reimbursable state, and amount sign direction.
4. Enter a display name and configure the currency, reimbursable state, and amount sign direction.
5. Map your spreadsheet columns to the required fields (Date, Merchant, Amount).
6. Click Import.

What happens after you import personal card transactions from a spreadsheet

• Imported transactions appear as Unreported expenses.
• You can edit, categorize, and submit these expenses on a report.
• Imported transactions are available on both web and mobile.

Learn how to create and submit a report.

FAQ

What spreadsheet file formats are accepted for personal card imports?

You can import the following file types:

• .CSV
• .TXT
• .XLS
• .XLSX

What columns are required for personal card spreadsheet imports?

Your file must include at least the following columns:

• Date
• Amount
• Merchant

What happens if I use the same column twice when mapping fields?

You’ll see an error message and won’t be able to proceed until the issue is resolved.

Can I import additional spreadsheet later on the same card entry?

No. To import additional transactions, you must repeat the import process.

Can I delete personal card spreadsheet imports?

You cannot delete the imported file, but you can delete the individual expenses that were created. Learn how to delete expenses.