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ExpensesUpdated May 20261 min read
How to Import Expenses from a CSV File
Bring in a batch of expenses at once from a spreadsheet or a bank export, instead of typing them one at a time.
If you have been tracking spending in a spreadsheet, or you can export transactions from your bank, you can bring them into AstaBill in one go rather than retyping them.
To import expenses
- Click Expenses in the left menu, then Import.
- Download the CSV template so your columns match what AstaBill expects.
- Fill in the template, or rename the columns in your existing spreadsheet to match it.
- Drop your CSV onto the upload area.
- Review the result. AstaBill reports how many rows imported and lists any row errors.
- Correct the flagged rows in your file and upload again if needed.
Required columns
- title — what the expense was for
- vendorName — who you paid
- category — the spending category
- amount — the value, numbers only
- expenseDate — the date of the expense
Rows that fail validation are skipped rather than guessed at, and each one is listed with its error so you can fix the source file. Nothing is imported half-formed.
Import a handful of rows first to confirm your column mapping is right, then run the full file. It is far quicker than unpicking a large bad import.
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