Skip to content

Commit 8b344be

Browse files
Merge pull request Expensify#80549 from Expensify/dylanexpensify-patch-3
[No QA] Create import-via-csv-personal.md
2 parents a327fc2 + e7d1823 commit 8b344be

1 file changed

Lines changed: 70 additions & 0 deletions

File tree

Lines changed: 70 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,70 @@
1+
---
2+
title: Import personal card transactions from a spreadsheet
3+
description: Learn how Members can manually import personal card transactions using a spreadsheet in Wallet.
4+
keywords: [New Expensify, import personal card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, Wallet, card feed, reimbursable, bring your own card, BYOC]
5+
internalScope: Audience is all members. Covers how to import, update, and delete personal card transactions via CSV. Does not cover company cards or Plaid connections.
6+
---
7+
8+
# Import personal card transactions from a spreadsheet
9+
10+
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.
11+
12+
If your bank is supported, you can connect your account to automatically import transactions. [Learn how to manage personal cards](/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards).
13+
14+
---
15+
16+
## Who can import personal card transactions from a spreadsheet
17+
18+
Anyone can import personal card transactions using a spreadsheet file in their account.
19+
20+
---
21+
22+
## How to import personal card transactions from a spreadsheet
23+
24+
1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Wallet**.
25+
2. In the **Assigned Cards** section, choose **Import transactions**.
26+
3. Enter a display name and configure the currency, reimbursable state, and amount sign direction.
27+
3. Enter a display name and configure the currency, reimbursable state, and amount sign direction.
28+
5. Map your spreadsheet columns to the required fields (**Date**, **Merchant**, **Amount**).
29+
6. Click **Import**.
30+
31+
---
32+
33+
## What happens after you import personal card transactions from a spreadsheet
34+
35+
- Imported transactions appear as **Unreported** expenses.
36+
- You can edit, categorize, and submit these expenses on a report.
37+
- Imported transactions are available on both web and mobile.
38+
39+
[Learn how to create and submit a report](/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports).
40+
41+
---
42+
43+
# FAQ
44+
45+
## What spreadsheet file formats are accepted for personal card imports?
46+
47+
You can import the following file types:
48+
- .CSV
49+
- .TXT
50+
- .XLS
51+
- .XLSX
52+
53+
## What columns are required for personal card spreadsheet imports?
54+
55+
Your file must include at least the following columns:
56+
- Date
57+
- Amount
58+
- Merchant
59+
60+
## What happens if I use the same column twice when mapping fields?
61+
62+
You’ll see an error message and won’t be able to proceed until the issue is resolved.
63+
64+
## Can I import additional spreadsheet later on the same card entry?
65+
66+
No. To import additional transactions, you must repeat the import process.
67+
68+
## Can I delete personal card spreadsheet imports?
69+
70+
You cannot delete the imported file, but you can delete the individual expenses that were created. [Learn how to delete expenses](/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses).

0 commit comments

Comments
 (0)