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| 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). |
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