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 or a bank statement file downloaded from your bank. 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 or bank statement 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 Cards section, choose Import transactions.
3. Enter a Card display name and configure the currency, reimbursable state, and amount sign direction, then click Next.
4. Click Choose file and select your spreadsheet, or drag and drop it onto the upload area.
5. Map your spreadsheet columns to the required fields (Date, Merchant, Amount).
6. Click Import.

How to import personal card transactions from a bank statement file

If your bank lets you download an .ofx or .qfx statement, you can upload it instead of building a spreadsheet. Expensify reads the columns from the statement, so there is no mapping step.

1. In the navigation tabs (on the left on web, on the bottom on mobile) select Wallet.
2. In the Cards section, choose Import transactions.
3. Enter a Card display name and configure the currency, reimbursable state, and amount sign direction, then click Next.
4. Click Choose file and select your .ofx or .qfx statement, or drag and drop it onto the upload area.
5. Click Got it on the Import successful confirmation.

Expensify processes the statement after the upload finishes, so the new card and its transactions can take a few minutes to appear in the Cards section of your Wallet.

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 file formats are accepted for personal card imports?

You can import the following file types:

• .CSV
• .TXT
• .XLS
• .XLSX
• .OFX
• .QFX

Why don’t I see the column mapping step when I upload an .ofx or .qfx file?

An .ofx or .qfx statement already identifies its own date, merchant, and amount values, so Expensify imports the transactions without asking you to map columns.

Why haven’t the transactions from my .ofx or .qfx statement appeared yet?

The statement is processed after the upload finishes, which is why the confirmation says new cards and transactions may take some time to appear. Wait a few minutes, then check the Cards section of your Wallet again.

Can I upload an .ofx or .qfx statement to a card I already imported from a spreadsheet?

No. Once a card has been imported from a spreadsheet, further imports to that card must also be spreadsheets. To import a statement file, create a new card import instead.

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 transactions to the same card?

Yes. You can simply 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.